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

Schwallier Wealth Management’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 		$372K Sell
7,949
-3,708
-32% -$179K 0.27% 43
2025
Q4 		$569K Sell
11,657
-10,462
-47% -$474K 0.36% 26
2025
Q3 		$1.01M Buy
+22,119
New +$971K 0.63% 17

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

Schwallier Wealth Management's SCHC Position: Q1 2026 in Review

Schwallier Wealth Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 32% in Q1 2026, selling an estimated $179K and leaving 7,949 shares worth $372K. The position accounts for 0.27% of the portfolio, ranked #43.

Schwallier Wealth Management first reported a position in SCHC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q3 2025. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Schwallier Wealth Management held 7,949 shares of Schwab International Small-Cap Equity ETF worth $372K as of Q1 2026.
  • Schwallier Wealth Management sold 3,708 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $179K.
  • Schwab International Small-Cap Equity ETF made up 0.27% of Schwallier Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Schwallier Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Schwallier Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $1.01M in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.