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

Sequoia 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	$693K	Buy	14,408 +225	+2%	+$11.2K	﹤0.01%	1120
2026 Q1	$663K	Sell	14,183 -13	-0.1%	-$629	﹤0.01%	1100
2025 Q4	$646K	Sell	14,196 -1,493	-10%	-$67.7K	﹤0.01%	1126
2025 Q3	$714K	Buy	15,689 +399	+3%	+$17.5K	﹤0.01%	963
2025 Q2	$651K	Sell	15,290 -2,797	-15%	-$108K	﹤0.01%	879
2025 Q1	$649K	Buy	18,087 +1,205	+7%	+$43K	0.01%	764
2024 Q4	$580K	Buy	16,882 +814	+5%	+$29.7K	0.01%	748
2024 Q3	$619K	Buy	16,068 +594	+4%	+$21.9K	0.01%	682
2024 Q2	$551K	Sell	15,474 -893	-5%	-$31.8K	0.01%	663
2024 Q1	$586K	Sell	16,367 -6,183	-27%	-$213K	0.01%	636
2023 Q4	$787K	Sell	22,550 -185	-0.8%	-$6K	0.01%	598
2023 Q3	$733K	Buy	22,735 +338	+2%	+$11.5K	0.01%	409
2023 Q2	$756K	Buy	22,397 +861	+4%	+$29.1K	0.01%	406
2023 Q1	$726K	Sell	21,536 -6,126	-22%	-$204K	0.02%	379
2022 Q4	$871K	Sell	27,662 -10,011	-27%	-$305K	0.02%	317
2022 Q3	$1.04M	Sell	37,673 -271,638	-88%	-$8.56M	0.03%	210
2022 Q2	$9.66M	Sell	309,311 -22,378	-7%	-$775K	0.27%	71
2022 Q1	$12.6M	Buy	331,689 +60	+0%	+$2.3K	0.31%	64
2021 Q4	$13.6M	Buy	331,629 +201,145	+154%	+$8.39M	0.37%	53
2021 Q3	$5.42M	Sell	130,484 -196,462	-60%	-$8.35M	0.55%	32
2021 Q2	$13.6M	Buy	326,946 +7,209	+2%	+$301K	0.5%	33
2021 Q1	$12.6M	Sell	319,737 -60,465	-16%	-$2.36M	0.53%	33
2020 Q4	$14.3M	Sell	380,202 -4,312	-1%	-$151K	0.65%	27
2020 Q3	$12.5M	Sell	384,514 -9,280	-2%	-$296K	0.66%	28
2020 Q2	$11.6M	Buy	393,794 +13,193	+3%	+$364K	0.69%	26
2020 Q1	$9.29M	Buy	380,601 +13,506	+4%	+$415K	0.69%	23
2019 Q4	$12.7M	Buy	367,095 +25,734	+8%	+$858K	0.81%	19
2019 Q3	$10.9M	Sell	341,361 -622,592	-65%	-$19.8M	0.79%	20
2019 Q2	$31.5M	Buy	963,953 +34,268	+4%	+$1.11M	2.34%	9
2019 Q1	$30M	Buy	929,685 +257,693	+38%	+$8.13M	2.46%	8
2018 Q4	$19.6M	Buy	671,992 +509,219	+313%	+$16.2M	2.26%	9
2018 Q3	$5.8M	Buy	162,773 +8,241	+5%	+$294K	0.58%	31
2018 Q2	$5.57M	Buy	154,532 +56,566	+58%	+$2.09M	0.59%	30
2018 Q1	$3.58M	Buy	97,966 +2,868	+3%	+$107K	0.38%	53
2017 Q4	$3.48M	Buy	95,098 +24,415	+35%	+$884K	0.37%	56
2017 Q3	$2.53M	Sell	70,683 -570	-0.8%	-$19.8K	0.3%	67
2017 Q2	$2.4M	Buy	71,253 +9,008	+14%	+$295K	0.3%	64
2017 Q1	$1.95M	Sell	62,245 -13,877	-18%	-$424K	0.25%	73
2016 Q4	$2.21M	Buy	76,122 +3,994	+6%	+$118K	0.32%	60
2016 Q3	$2.23M	Buy	72,128 +52,997	+277%	+$1.6M	0.42%	45
2016 Q2	$551K	Sell	19,131 -2,992	-14%	-$88.1K	0.15%	107
2016 Q1	$640K	Buy	22,123 +2,293	+12%	+$62.2K	0.21%	84
2015 Q4	$572K	Buy	19,830 +1,709	+9%	+$50.5K	0.23%	84
2015 Q3	$517K	Buy	18,121 +3,548	+24%	+$106K	0.22%	86
2015 Q2	$456K	Buy	+14,573	New	+$463K	0.19%	98

Other funds holding SCHC

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 1.6% in Q2 2026, buying an estimated $11.2K and bringing the position to 14,408 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Sequoia Financial Advisors first reported a position in SCHC in Q2 2015 and has held it in 45 quarters since. The position peaked at $31.5M in Q2 2019. 148 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Sequoia Financial Advisors held 14,408 shares of Schwab International Small-Cap Equity ETF worth $693K as of Q2 2026.
Sequoia Financial Advisors bought 225 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $11.2K.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1120 holding.
Sequoia Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2015 and has held it in 45 quarters since.
Sequoia Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $31.5M in Q2 2019.
148 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.