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Summitry LLC’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Summitry LLC’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 		– Sell
-5,177
Closed -$242K – 370
2026
Q1 		$242K Hold
5,177
– – 0.01% 249
2025
Q4 		$236K Buy
+5,177
New +$235K 0.01% 219

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 $3.38T AUM 44.17% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Summitry LLC's SCHC Position: Q2 2026 in Review

Summitry LLC sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026, closing a stake of 5,177 shares — an estimated $242K sold.

Summitry LLC first reported a position in SCHC in Q4 2025 and held it in 2 quarters. The position peaked at $242K in Q1 2026. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Summitry LLC reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Summitry LLC sold 5,177 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $242K.
  • Summitry LLC first reported a position in Schwab International Small-Cap Equity ETF in Q4 2025 and held it in 2 quarters.
  • Summitry LLC's Schwab International Small-Cap Equity ETF position peaked at $242K in Q1 2026.
  • 525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.