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Sax Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Sax Wealth Advisors’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 		$320K Buy
6,855
+38
+0.6% +$1.89K 0.01% 433
2026
Q1 		$310K Hold
6,817
– – 0.02% 375
2025
Q4 		$310K Buy
6,817
+17
+0.3% +$770 0.01% 385
2025
Q3 		$309K Hold
6,800
– – 0.02% 343
2025
Q2 		$290K Hold
6,800
– – 0.02% 344
2025
Q1 		$244K Hold
6,800
– – 0.02% 321
2024
Q4 		$233K Hold
6,800
– – 0.02% 304
2024
Q3 		$262K Buy
+6,800
New +$250K 0.02% 237
2024
Q2 		– Sell
-6,800
Closed -$243K – 282
2024
Q1 		$243K Hold
6,800
– – 0.03% 164
2023
Q4 		$237K Sell
6,800
-3
-0% -$97 0.04% 166
2023
Q3 		$219K Hold
6,803
– – 0.04% 168
2023
Q2 		$230K Hold
6,803
– – 0.05% 154
2023
Q1 		$229K Hold
6,803
– – 0.05% 156
2022
Q4 		$214K Buy
+6,803
New +$207K 0.05% 153
2022
Q3 		– Sell
-6,803
Closed -$212K – 168
2022
Q2 		$212K Hold
6,803
– – 0.05% 153
2022
Q1 		$258K Sell
6,803
-20
-0.3% -$765 0.06% 147
2021
Q4 		$279K Buy
+6,823
New +$285K 0.06% 149

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
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 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 $3.38T AUM 44.17% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Sax Wealth Advisors's SCHC Position: Q2 2026 in Review

Sax Wealth Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.56% in Q2 2026, buying an estimated $1.89K and bringing the position to 6,855 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #433.

Sax Wealth Advisors first reported a position in SCHC in Q4 2021 and has held it in 17 quarters since. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Sax Wealth Advisors held 6,855 shares of Schwab International Small-Cap Equity ETF worth $320K as of Q2 2026.
  • Sax Wealth Advisors bought 38 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $1.89K.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #433 holding.
  • Sax Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 17 quarters since.
  • 525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.