Salomon & Ludwin’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Salomon & Ludwin’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	$1.27K	Sell	27 -2	-7%	-$97	﹤0.01%	1989
2025 Q4	$1.3K	Hold	29	–	–	﹤0.01%	2037
2025 Q3	$1.33K	Sell	29 -1	-3%	-$44	﹤0.01%	2025
2025 Q2	$1.28K	Hold	30	–	–	﹤0.01%	710
2025 Q1	$1.08K	Hold	30	–	–	﹤0.01%	637
2024 Q4	$1.03K	Buy	30 +29	+2,900%	+$1.06K	﹤0.01%	651
2024 Q3	$39	Hold	1	–	–	﹤0.01%	728
2024 Q2	$36	Hold	1	–	–	﹤0.01%	728
2024 Q1	$36	Hold	1	–	–	﹤0.01%	843
2023 Q4	$32	Hold	1	–	–	﹤0.01%	753
2023 Q3	$32	Buy	+1	New	+$34	﹤0.01%	750

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Salomon & Ludwin's SCHC Position: Q1 2026 in Review

Salomon & Ludwin reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 6.9% in Q1 2026, selling an estimated $97 and leaving 27 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Salomon & Ludwin first reported a position in SCHC in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.33K in Q3 2025. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

Salomon & Ludwin held 27 shares of Schwab International Small-Cap Equity ETF worth $1.27K as of Q1 2026.
Salomon & Ludwin sold 2 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $97.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1989 holding.
Salomon & Ludwin first reported a position in Schwab International Small-Cap Equity ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's Schwab International Small-Cap Equity ETF position peaked at $1.33K in Q3 2025.
489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.