SPWM
SCHC icon

Smith Partners Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Smith Partners Wealth Management’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 		$820K Sell
17,040
-7,704
-31% -$382K 0.65% 29
2026
Q1 		$1.16M Sell
24,744
-6,299
-20% -$305K 1.04% 25
2025
Q4 		$1.41M Buy
+31,043
New +$1.41M 1.3% 20

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

Smith Partners Wealth Management's SCHC Position: Q2 2026 in Review

Smith Partners Wealth Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 31% in Q2 2026, selling an estimated $382K and leaving 17,040 shares worth $820K. The position accounts for 0.65% of the portfolio, ranked #29.

Smith Partners Wealth Management first reported a position in SCHC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q4 2025. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Smith Partners Wealth Management held 17,040 shares of Schwab International Small-Cap Equity ETF worth $820K as of Q2 2026.
  • Smith Partners Wealth Management sold 7,704 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $382K.
  • Schwab International Small-Cap Equity ETF made up 0.65% of Smith Partners Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Smith Partners Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Smith Partners Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $1.41M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.