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TFC Financial Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

TFC Financial 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 		$23.1K Hold
479
– – ﹤0.01% 362
2026
Q1 		$22.4K Hold
479
– – ﹤0.01% 347
2025
Q4 		$21.8K Hold
479
– – ﹤0.01% 346
2025
Q3 		$21.8K Hold
479
– – ﹤0.01% 344
2025
Q2 		$20.4K Hold
479
– – ﹤0.01% 335
2025
Q1 		$17.2K Hold
479
– – ﹤0.01% 331
2024
Q4 		$16.4K Hold
479
– – ﹤0.01% 331
2024
Q3 		$18.5K Hold
479
– – ﹤0.01% 330
2024
Q2 		$17K Hold
479
– – ﹤0.01% 308
2024
Q1 		$17.1K Hold
479
– – ﹤0.01% 303
2023
Q4 		$16.7K Hold
479
– – ﹤0.01% 297
2023
Q3 		$15.4K Hold
479
– – ﹤0.01% 306
2023
Q2 		$16.2K Hold
479
– – ﹤0.01% 302
2023
Q1 		$16.1K Hold
479
– – ﹤0.01% 331
2022
Q4 		$15.1K Hold
479
– – ﹤0.01% 279
2022
Q3 		$13K Hold
479
– – ﹤0.01% 293
2022
Q2 		$15K Hold
479
– – ﹤0.01% 281
2022
Q1 		$18K Sell
479
-1,144
-70% -$43.8K 0.01% 268
2021
Q4 		$66K Hold
1,623
– – 0.02% 195
2021
Q3 		$67K Hold
1,623
– – 0.02% 190
2021
Q2 		$68K Hold
1,623
– – 0.02% 177
2021
Q1 		$64K Sell
1,623
-392
-19% -$15.3K 0.03% 176
2020
Q4 		$76K Buy
+2,015
New +$70.3K 0.03% 165

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

TFC Financial Management's SCHC Position: Q2 2026 in Review

TFC Financial Management held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 479 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

TFC Financial Management first reported a position in SCHC in Q4 2020 and has held it in 23 quarters since. The position peaked at $76K in Q4 2020. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • TFC Financial Management held 479 shares of Schwab International Small-Cap Equity ETF worth $23.1K as of Q2 2026.
  • TFC Financial Management left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #362 holding.
  • TFC Financial Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • TFC Financial Management's Schwab International Small-Cap Equity ETF position peaked at $76K in Q4 2020.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.