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Vise Technologies’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Vise Technologies’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 		$23.6M Buy
491,169
+59,846
+14% +$2.97M 0.27% 73
2026
Q1 		$19.6M Hold
431,323
– – 0.39% 48
2025
Q4 		$19.6M Buy
431,323
+60,082
+16% +$2.72M 0.38% 48
2025
Q3 		$16.9M Sell
371,241
-2,908
-0.8% -$128K 0.63% 29
2025
Q2 		$15.9M Buy
+374,149
New +$14.5M 0.66% 25
2024
Q4 		$12.6M Buy
366,588
+25,040
+7% +$912K 1.05% 14
2024
Q3 		$13.2M Sell
341,548
-4,705
-1% -$173K 1.67% 9
2024
Q2 		$12.3M Buy
346,253
+36,167
+12% +$1.29M 2.16% 6
2024
Q1 		$11.1M Buy
310,086
+25,072
+9% +$862K 2.19% 6
2023
Q4 		$9.94M Sell
285,014
-41,196
-13% -$1.34M 2.14% 5
2023
Q3 		$10.5M Sell
326,210
-11,141
-3% -$377K 2.59% 3
2023
Q2 		$11.4M Buy
337,351
+273
+0.1% +$9.23K 2.76% 3
2023
Q1 		$11.4M Buy
337,078
+14,667
+5% +$489K 2.99% 3
2022
Q4 		$10.1M Buy
322,411
+10,846
+3% +$330K 3.18% 1
2022
Q3 		$8.65M Buy
311,565
+9,598
+3% +$302K 3.26% 1
2022
Q2 		$9.43M Buy
301,967
+129,121
+75% +$4.47M 3.66% 1
2022
Q1 		$6.56M Buy
+172,846
New +$6.62M 2.47% 2

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

Vise Technologies's SCHC Position: Q2 2026 in Review

Vise Technologies increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 14% in Q2 2026, buying an estimated $2.97M and bringing the position to 491,169 shares worth $23.6M. The position accounts for 0.27% of the portfolio, ranked #73.

Vise Technologies first reported a position in SCHC in Q1 2022 and has held it in 17 quarters since. 520 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Vise Technologies held 491,169 shares of Schwab International Small-Cap Equity ETF worth $23.6M as of Q2 2026.
  • Vise Technologies bought 59,846 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $2.97M.
  • Schwab International Small-Cap Equity ETF made up 0.27% of Vise Technologies's portfolio in Q2 2026, its #73 holding.
  • Vise Technologies first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • 520 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.