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Simon Quick Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Simon Quick 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 		$555K Hold
11,533
– – 0.02% 256
2026
Q1 		$539K Hold
11,533
– – 0.02% 242
2025
Q4 		$525K Hold
11,533
– – 0.02% 251
2025
Q3 		$525K Hold
11,533
– – 0.02% 263
2025
Q2 		$491K Hold
11,533
– – 0.02% 251
2025
Q1 		$414K Sell
11,533
-109
-0.9% -$3.89K 0.02% 341
2024
Q4 		$400K Hold
11,642
– – 0.02% 288
2024
Q3 		$449K Hold
11,642
– – 0.03% 255
2024
Q2 		$414K Hold
11,642
– – 0.03% 244
2024
Q1 		$417K Sell
11,642
-5
-0% -$172 0.03% 234
2023
Q4 		$406K Buy
+11,647
New +$378K 0.04% 197

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

Simon Quick Advisors's SCHC Position: Q2 2026 in Review

Simon Quick Advisors held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 11,533 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #256.

Simon Quick Advisors first reported a position in SCHC in Q4 2023 and has held it in 11 quarters since. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Simon Quick Advisors held 11,533 shares of Schwab International Small-Cap Equity ETF worth $555K as of Q2 2026.
  • Simon Quick Advisors left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #256 holding.
  • Simon Quick Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.