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Simplicity Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Simplicity Wealth’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 		$312K Sell
6,684
-6,482
-49% -$313K 0.02% 572
2025
Q4 		$599K Buy
13,166
+848
+7% +$38.4K 0.04% 389
2025
Q3 		$561K Buy
+12,318
New +$541K 0.03% 413
2022
Q4 		– Sell
-45,121
Closed -$1.25M – 76
2022
Q3 		$1.25M Buy
45,121
+3,020
+7% +$95.1K 1.68% 19
2022
Q2 		$1.31M Sell
42,101
-21,292
-34% -$737K 1.92% 16
2022
Q1 		$2.41M Sell
63,393
-4,964
-7% -$190K 2.34% 15
2021
Q4 		$2.8M Buy
+68,357
New +$2.85M 1.51% 26

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

Simplicity Wealth's SCHC Position: Q1 2026 in Review

Simplicity Wealth reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 49% in Q1 2026, selling an estimated $313K and leaving 6,684 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #572.

Simplicity Wealth first reported a position in SCHC in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.8M in Q4 2021. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Simplicity Wealth held 6,684 shares of Schwab International Small-Cap Equity ETF worth $312K as of Q1 2026.
  • Simplicity Wealth sold 6,482 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $313K.
  • Schwab International Small-Cap Equity ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #572 holding.
  • Simplicity Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 7 quarters since.
  • Simplicity Wealth's Schwab International Small-Cap Equity ETF position peaked at $2.8M in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.