PWMG
SCHC icon

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
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 $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Private Wealth Management Group's SCHC Position: Q1 2026 in Review

Private Wealth Management Group reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 5.7% in Q1 2026, selling an estimated $27.9K and leaving 9,576 shares worth $448K. The position accounts for 0.12% of the portfolio, ranked #58.

Private Wealth Management Group first reported a position in SCHC in Q4 2023 and has held it in 10 quarters since. The position peaked at $533K in Q3 2025. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Private Wealth Management Group held 9,576 shares of Schwab International Small-Cap Equity ETF worth $448K as of Q1 2026.
  • Private Wealth Management Group sold 576 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $27.9K.
  • Schwab International Small-Cap Equity ETF made up 0.12% of Private Wealth Management Group's portfolio in Q1 2026, its #58 holding.
  • Private Wealth Management Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Schwab International Small-Cap Equity ETF position peaked at $533K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.