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SageView Advisory Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

SageView Advisory 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 		$82M Sell
1,703,083
-78,006
-4% -$3.87M 2.69% 9
2026
Q1 		$83.2M Buy
1,781,089
+26,980
+2% +$1.3M 3.04% 9
2025
Q4 		$79.9M Sell
1,754,109
-161,147
-8% -$7.3M 2.7% 9
2025
Q3 		$87.2M Sell
1,915,256
-9,950
-0.5% -$437K 3.01% 8
2025
Q2 		$82.7M Buy
1,925,206
+130,245
+7% +$5.05M 3.13% 8
2025
Q1 		$64.4M Buy
1,794,961
+130,557
+8% +$4.66M 2.75% 9
2024
Q4 		$57.1M Buy
1,664,404
+403,382
+32% +$14.7M 2.46% 8
2024
Q3 		$48.6M Sell
1,261,022
-237,910
-16% -$8.76M 2.47% 9
2024
Q2 		$53.3M Buy
+1,498,932
New +$53.4M 2.48% 8
2024
Q1 		– Sell
-1,621,136
Closed -$55.3M – 753
2023
Q4 		$55.3M Buy
1,621,136
+457,666
+39% +$14.8M 2.38% 9
2023
Q3 		$37.5M Buy
1,163,470
+20,173
+2% +$684K 2.15% 8
2023
Q2 		$38.6M Buy
1,143,297
+224,227
+24% +$7.58M 2.15% 8
2023
Q1 		$31M Buy
919,070
+350,299
+62% +$11.7M 1.98% 9
2022
Q4 		$17.9M Buy
+568,771
New +$17.3M 1.45% 11

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SageView Advisory Group's SCHC Position: Q2 2026 in Review

SageView Advisory Group reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 4.4% in Q2 2026, selling an estimated $3.87M and leaving 1,703,083 shares worth $82M. The position accounts for 2.69% of the portfolio, ranked #9.

SageView Advisory Group first reported a position in SCHC in Q4 2022 and has held it in 14 quarters since. The position peaked at $87.2M in Q3 2025. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • SageView Advisory Group held 1,703,083 shares of Schwab International Small-Cap Equity ETF worth $82M as of Q2 2026.
  • SageView Advisory Group sold 78,006 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $3.87M.
  • Schwab International Small-Cap Equity ETF made up 2.69% of SageView Advisory Group's portfolio in Q2 2026, its #9 holding.
  • SageView Advisory Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Schwab International Small-Cap Equity ETF position peaked at $87.2M in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.