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

Stone Summit 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 		$2.79M Buy
58,048
+2,666
+5% +$132K 0.71% 41
2026
Q1 		$2.59M Buy
55,382
+7,469
+16% +$361K 0.72% 43
2025
Q4 		$2.18M Buy
47,913
+3,909
+9% +$177K 0.59% 50
2025
Q3 		$2M Buy
44,004
+599
+1% +$26.3K 0.57% 52
2025
Q2 		$1.85M Sell
43,405
-268
-0.6% -$10.4K 0.57% 55
2025
Q1 		$1.57M Buy
43,673
+1,224
+3% +$43.7K 0.53% 60
2024
Q4 		$1.46M Buy
42,449
+771
+2% +$28.1K 0.49% 59
2024
Q3 		$1.61M Buy
41,678
+2,550
+7% +$93.9K 0.52% 60
2024
Q2 		$1.39M Sell
39,128
-298
-0.8% -$10.6K 0.5% 59
2024
Q1 		$1.41M Buy
39,426
+3,900
+11% +$134K 0.49% 62
2023
Q4 		$1.24M Buy
35,526
+3,462
+11% +$112K 0.48% 65
2023
Q3 		$1.03M Buy
32,064
+2,400
+8% +$81.3K 0.44% 68
2023
Q2 		$1M Buy
29,664
+2,729
+10% +$92.3K 0.42% 69
2023
Q1 		$908K Buy
26,935
+1,862
+7% +$62.1K 0.4% 68
2022
Q4 		$789K Sell
25,073
-551
-2% -$16.8K 0.39% 74
2022
Q3 		$710K Sell
25,624
-387
-1% -$12.2K 0.44% 65
2022
Q2 		$813K Buy
26,011
+569
+2% +$19.7K 0.49% 64
2022
Q1 		$973K Buy
25,442
+744
+3% +$28.5K 0.55% 57
2021
Q4 		$1.01M Buy
+24,698
New +$1.03M 0.82% 47

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

Stone Summit Wealth's SCHC Position: Q2 2026 in Review

Stone Summit Wealth increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 4.8% in Q2 2026, buying an estimated $132K and bringing the position to 58,048 shares worth $2.79M. The position accounts for 0.71% of the portfolio, ranked #41.

Stone Summit Wealth first reported a position in SCHC in Q4 2021 and has held it in 19 quarters since. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Stone Summit Wealth held 58,048 shares of Schwab International Small-Cap Equity ETF worth $2.79M as of Q2 2026.
  • Stone Summit Wealth bought 2,666 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $132K.
  • Schwab International Small-Cap Equity ETF made up 0.71% of Stone Summit Wealth's portfolio in Q2 2026, its #41 holding.
  • Stone Summit Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.