Uptown Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Uptown Financial Advisors’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	$287K	Sell	5,961 -23	-0.4%	-$1.14K	0.19%	65
2026 Q1	$280K	Sell	5,984 -363	-6%	-$17.6K	0.22%	59
2025 Q4	$289K	Hold	6,347	–	–	0.21%	61
2025 Q3	$289K	Hold	6,347	–	–	0.24%	58
2025 Q2	$270K	Sell	6,347 -15	-0.2%	-$581	0.23%	61
2025 Q1	$228K	Sell	6,362 -994	-14%	-$35.5K	0.23%	63
2024 Q4	$253K	Buy	+7,356	New	+$268K	0.27%	52

Other funds holding SCHC

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Uptown Financial Advisors's SCHC Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.38% in Q2 2026, selling an estimated $1.14K and leaving 5,961 shares worth $287K. The position accounts for 0.19% of the portfolio, ranked #65.

Uptown Financial Advisors first reported a position in SCHC in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q4 2025. 130 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Uptown Financial Advisors held 5,961 shares of Schwab International Small-Cap Equity ETF worth $287K as of Q2 2026.
Uptown Financial Advisors sold 23 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $1.14K.
Schwab International Small-Cap Equity ETF made up 0.19% of Uptown Financial Advisors's portfolio in Q2 2026, its #65 holding.
Uptown Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $289K in Q4 2025.
130 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.