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Synergy Investment Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Synergy Investment 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 		$5.73K Sell
119
-210
-64% -$10.4K ﹤0.01% 729
2026
Q1 		$15.4K Buy
+329
New +$15.9K 0.01% 445
2025
Q2 		– Sell
-119
Closed -$4.27K – 466
2025
Q1 		$4.27K Hold
119
– – ﹤0.01% 472
2024
Q4 		$4.08K Buy
+119
New +$4.33K ﹤0.01% 488

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

Synergy Investment Management's SCHC Position: Q2 2026 in Review

Synergy Investment Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 64% in Q2 2026, selling an estimated $10.4K and leaving 119 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Synergy Investment Management first reported a position in SCHC in Q4 2024 and has held it in 4 quarters since. The position peaked at $15.4K in Q1 2026. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Synergy Investment Management held 119 shares of Schwab International Small-Cap Equity ETF worth $5.73K as of Q2 2026.
  • Synergy Investment Management sold 210 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $10.4K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #729 holding.
  • Synergy Investment Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Schwab International Small-Cap Equity ETF position peaked at $15.4K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.