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Strategic Family Wealth Counselors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Strategic Family Wealth Counselors’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 		$1.48M Buy
31,766
+264
+0.8% +$12.8K 0.39% 56
2025
Q4 		$1.49M Buy
31,502
+2,340
+8% +$106K 0.33% 62
2025
Q3 		$1.33M Buy
29,162
+85
+0.3% +$3.73K 0.34% 57
2025
Q2 		$1.24M Buy
29,077
+20
+0.1% +$775 0.35% 57
2025
Q1 		$1.04M Buy
29,057
+1,432
+5% +$51.1K 0.34% 57
2024
Q4 		$948K Buy
27,625
+10,966
+66% +$400K 0.31% 61
2024
Q3 		$642K Sell
16,659
-468
-3% -$17.2K 0.22% 67
2024
Q2 		$609K Sell
17,127
-101
-0.6% -$3.6K 0.23% 62
2024
Q1 		$617K Sell
17,228
-20,978
-55% -$721K 0.24% 59
2023
Q4 		$1.33M Buy
38,206
+23,580
+161% +$765K 0.56% 43
2023
Q3 		$472K Buy
14,626
+851
+6% +$28.8K 0.23% 58
2023
Q2 		$465K Buy
13,775
+26
+0.2% +$879 0.21% 60
2023
Q1 		$463K Sell
13,749
-8,286
-38% -$276K 0.22% 55
2022
Q4 		$693K Buy
22,035
+8,850
+67% +$270K 0.34% 49
2022
Q3 		$366K Buy
13,185
+4,579
+53% +$144K 0.18% 59
2022
Q2 		$269K Buy
+8,606
New +$298K 0.13% 73
2020
Q2 		– Sell
-11,891
Closed -$290K – 84
2020
Q1 		$290K Buy
11,891
+1,940
+19% +$59.6K 0.22% 57
2019
Q4 		$345K Buy
9,951
+169
+2% +$5.64K 0.28% 47
2019
Q3 		$311K Buy
9,782
+79
+0.8% +$2.52K 0.24% 49
2019
Q2 		$317K Hold
9,703
– – 0.25% 49
2019
Q1 		$313K Sell
9,703
-720
-7% -$22.7K 0.25% 49
2018
Q4 		$303K Buy
+10,423
New +$332K 0.34% 44

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 $6.73T AUM 46.02% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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 $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Strategic Family Wealth Counselors's SCHC Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.84% in Q1 2026, buying an estimated $12.8K and bringing the position to 31,766 shares worth $1.48M. The position accounts for 0.39% of the portfolio, ranked #56.

Strategic Family Wealth Counselors first reported a position in SCHC in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.49M in Q4 2025. 491 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Strategic Family Wealth Counselors held 31,766 shares of Schwab International Small-Cap Equity ETF worth $1.48M as of Q1 2026.
  • Strategic Family Wealth Counselors bought 264 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $12.8K.
  • Schwab International Small-Cap Equity ETF made up 0.39% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #56 holding.
  • Strategic Family Wealth Counselors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and has held it in 22 quarters since.
  • Strategic Family Wealth Counselors's Schwab International Small-Cap Equity ETF position peaked at $1.49M in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.