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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
Q2 		– Sell
-7,949
Closed -$372K – 72
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Schwallier Wealth Management's SCHC Position: Q2 2026 in Review

Schwallier Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026, closing a stake of 7,949 shares — an estimated $372K sold.

Schwallier Wealth Management first reported a position in SCHC in Q3 2025 and held it in 3 quarters. The position peaked at $1.01M in Q3 2025. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Schwallier Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Schwallier Wealth Management sold 7,949 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $372K.
  • Schwallier Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and held it in 3 quarters.
  • Schwallier Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $1.01M in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.