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Seven Springs Wealth Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Seven Springs Wealth Group’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 		$3.75M Sell
80,306
-9,615
-11% -$465K 0.87% 22
2025
Q4 		$4.09M Sell
89,921
-84
-0.1% -$3.81K 1.17% 18
2025
Q3 		$4.1M Sell
90,005
-695
-0.8% -$30.5K 0.99% 20
2025
Q2 		$3.86M Sell
90,700
-70
-0.1% -$2.71K 0.96% 19
2025
Q1 		$3.26M Sell
90,770
-20,858
-19% -$745K 1.16% 20
2024
Q4 		$3.83M Buy
111,628
+207
+0.2% +$7.54K 1.43% 18
2024
Q3 		$4.29M Sell
111,421
-16,968
-13% -$625K 1.56% 16
2024
Q2 		$4.57M Sell
128,389
-3,032
-2% -$108K 1.79% 14
2024
Q1 		$4.7M Sell
131,421
-1,570
-1% -$54K 1.81% 13
2023
Q4 		$4.64M Sell
132,991
-217
-0.2% -$7.04K 2.09% 10
2023
Q3 		$4.3M Sell
133,208
-121
-0.1% -$4.1K 2.06% 10
2023
Q2 		$4.5M Sell
133,329
-3,538
-3% -$120K 2.14% 9
2023
Q1 		$4.61M Sell
136,867
-4,825
-3% -$161K 2.28% 9
2022
Q4 		$4.46M Sell
141,692
-2,435
-2% -$74.2K 2.15% 10
2022
Q3 		$4M Sell
144,127
-5,894
-4% -$186K 2.17% 10
2022
Q2 		$4.68M Sell
150,021
-615
-0.4% -$21.3K 2.35% 9
2022
Q1 		$5.72M Sell
150,636
-4,745
-3% -$182K 2.71% 7
2021
Q4 		$6.36M Sell
155,381
-849
-0.5% -$35.4K 2.9% 8
2021
Q3 		$6.49M Sell
156,230
-3,637
-2% -$154K 3.18% 9
2021
Q2 		$6.65M Sell
159,867
-4,779
-3% -$199K 2.88% 8
2021
Q1 		$6.49M Sell
164,646
-555
-0.3% -$21.6K 3.06% 8
2020
Q4 		$6.22M Sell
165,201
-1,124
-0.7% -$39.2K 3.21% 8
2020
Q3 		$5.41M Sell
166,325
-1,009
-0.6% -$32.2K 3.4% 8
2020
Q2 		$4.95M Sell
167,334
-2,856
-2% -$78.9K 3.15% 9
2020
Q1 		$4.15M Buy
+170,190
New +$5.23M 2.93% 9

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

Seven Springs Wealth Group's SCHC Position: Q1 2026 in Review

Seven Springs Wealth Group reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 11% in Q1 2026, selling an estimated $465K and leaving 80,306 shares worth $3.75M. The position accounts for 0.87% of the portfolio, ranked #22.

Seven Springs Wealth Group first reported a position in SCHC in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.65M in Q2 2021. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Seven Springs Wealth Group held 80,306 shares of Schwab International Small-Cap Equity ETF worth $3.75M as of Q1 2026.
  • Seven Springs Wealth Group sold 9,615 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $465K.
  • Schwab International Small-Cap Equity ETF made up 0.87% of Seven Springs Wealth Group's portfolio in Q1 2026, its #22 holding.
  • Seven Springs Wealth Group first reported a position in Schwab International Small-Cap Equity ETF in Q1 2020 and has held it in 25 quarters since.
  • Seven Springs Wealth Group's Schwab International Small-Cap Equity ETF position peaked at $6.65M in Q2 2021.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.