SFA
SCHC icon

Seneca Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Seneca Financial 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 		$1.37M Sell
28,457
-768
-3% -$38.1K 0.36% 30
2026
Q1 		$1.37M Hold
29,225
– – 0.4% 28
2025
Q4 		$1.33M Buy
29,225
+785
+3% +$35.6K 0.4% 30
2025
Q3 		$1.29M Sell
28,440
-11,850
-29% -$520K 0.42% 32
2025
Q2 		$1.72M Sell
40,290
-10,908
-21% -$423K 0.66% 25
2025
Q1 		$1.84M Sell
51,198
-2,131
-4% -$76.1K 0.89% 19
2024
Q4 		$1.83M Buy
53,329
+5,556
+12% +$202K 0.91% 19
2024
Q3 		$1.84M Buy
47,773
+1,595
+3% +$58.7K 0.9% 19
2024
Q2 		$1.64M Sell
46,178
-832
-2% -$29.7K 0.85% 22
2024
Q1 		$1.68M Buy
47,010
+355
+0.8% +$12.2K 0.9% 23
2023
Q4 		$1.63M Buy
46,655
+3,376
+8% +$110K 0.94% 22
2023
Q3 		$1.4M Sell
43,279
-5,907
-12% -$200K 0.96% 21
2023
Q2 		$1.66M Sell
49,186
-925
-2% -$31.3K 1.1% 19
2023
Q1 		$1.69M Sell
50,111
-16,020
-24% -$535K 1.09% 21
2022
Q4 		$2.08M Buy
66,131
+11,579
+21% +$353K 1.32% 18
2022
Q3 		$1.51M Buy
54,552
+7,660
+16% +$241K 1.08% 17
2022
Q2 		$1.46M Buy
46,892
+20,531
+78% +$711K 0.99% 18
2022
Q1 		$1M Buy
26,361
+4,187
+19% +$160K 0.61% 26
2021
Q4 		$908K Buy
22,174
+2,696
+14% +$112K 0.54% 25
2021
Q3 		$809K Buy
19,478
+73
+0.4% +$3.1K 0.54% 23
2021
Q2 		$807K Buy
19,405
+2,250
+13% +$93.9K 0.53% 23
2021
Q1 		$676K Sell
17,155
-1,971
-10% -$76.9K 0.48% 24
2020
Q4 		$720K Buy
+19,126
New +$668K 0.55% 25

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

Seneca Financial Advisors's SCHC Position: Q2 2026 in Review

Seneca Financial Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.6% in Q2 2026, selling an estimated $38.1K and leaving 28,457 shares worth $1.37M. The position accounts for 0.36% of the portfolio, ranked #30.

Seneca Financial Advisors first reported a position in SCHC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.08M in Q4 2022. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Seneca Financial Advisors held 28,457 shares of Schwab International Small-Cap Equity ETF worth $1.37M as of Q2 2026.
  • Seneca Financial Advisors sold 768 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $38.1K.
  • Schwab International Small-Cap Equity ETF made up 0.36% of Seneca Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Seneca Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • Seneca Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $2.08M in Q4 2022.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.