Private Wealth Management Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Private Wealth Management Group’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$457K	Sell	9,496 -80	-0.8%	-$3.97K	0.11%	70
2026 Q1	$448K	Sell	9,576 -576	-6%	-$27.9K	0.12%	58
2025 Q4	$462K	Sell	10,152 -1,552	-13%	-$70.3K	0.12%	57
2025 Q3	$533K	Sell	11,704 -75	-0.6%	-$3.29K	0.15%	53
2025 Q2	$502K	Sell	11,779 -749	-6%	-$29K	0.17%	51
2025 Q1	$450K	Sell	12,528 -265	-2%	-$9.46K	0.17%	51
2024 Q4	$439K	Hold	12,793	–	–	0.17%	50
2024 Q3	$493K	Sell	12,793 -518	-4%	-$19.1K	0.19%	48
2024 Q2	$474K	Sell	13,311 -255	-2%	-$9.09K	0.21%	47
2024 Q1	$486K	Sell	13,566 -376	-3%	-$12.9K	0.22%	41
2023 Q4	$486K	Buy	+13,942	New	+$452K	0.24%	42

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Private Wealth Management Group's SCHC Position: Q2 2026 in Review

Private Wealth Management Group reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.84% in Q2 2026, selling an estimated $3.97K and leaving 9,496 shares worth $457K. The position accounts for 0.11% of the portfolio, ranked #70.

Private Wealth Management Group first reported a position in SCHC in Q4 2023 and has held it in 11 quarters since. The position peaked at $533K in Q3 2025. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Private Wealth Management Group held 9,496 shares of Schwab International Small-Cap Equity ETF worth $457K as of Q2 2026.
Private Wealth Management Group sold 80 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $3.97K.
Schwab International Small-Cap Equity ETF made up 0.11% of Private Wealth Management Group's portfolio in Q2 2026, its #70 holding.
Private Wealth Management Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Schwab International Small-Cap Equity ETF position peaked at $533K in Q3 2025.
523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.