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 Q2	$299K	Sell	6,224 -460	-7%	-$22.8K	0.01%	844
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 $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Simplicity Wealth's SCHC Position: Q2 2026 in Review

Simplicity Wealth reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 6.9% in Q2 2026, selling an estimated $22.8K and leaving 6,224 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #844.

Simplicity Wealth first reported a position in SCHC in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.8M in Q4 2021. 522 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Simplicity Wealth held 6,224 shares of Schwab International Small-Cap Equity ETF worth $299K as of Q2 2026.
Simplicity Wealth sold 460 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $22.8K.
Schwab International Small-Cap Equity ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #844 holding.
Simplicity Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 8 quarters since.
Simplicity Wealth's Schwab International Small-Cap Equity ETF position peaked at $2.8M in Q4 2021.
522 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.