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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
Q2 		$3.84M Sell
79,814
-492
-0.6% -$24.4K 0.84% 23
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 $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

Seven Springs Wealth Group's SCHC Position: Q2 2026 in Review

Seven Springs Wealth Group reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.61% in Q2 2026, selling an estimated $24.4K and leaving 79,814 shares worth $3.84M. The position accounts for 0.84% of the portfolio, ranked #23.

Seven Springs Wealth Group first reported a position in SCHC in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.65M in Q2 2021. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Seven Springs Wealth Group held 79,814 shares of Schwab International Small-Cap Equity ETF worth $3.84M as of Q2 2026.
  • Seven Springs Wealth Group sold 492 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $24.4K.
  • Schwab International Small-Cap Equity ETF made up 0.84% of Seven Springs Wealth Group's portfolio in Q2 2026, its #23 holding.
  • Seven Springs Wealth Group first reported a position in Schwab International Small-Cap Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • Seven Springs Wealth Group's Schwab International Small-Cap Equity ETF position peaked at $6.65M in Q2 2021.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.