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

Walkner Condon 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 		$1.66M Buy
34,553
+91
+0.3% +$4.51K 0.19% 92
2026
Q1 		$1.61M Sell
34,462
-545
-2% -$26.4K 0.21% 88
2025
Q4 		$1.59M Sell
35,007
-3,643
-9% -$165K 0.22% 89
2025
Q3 		$1.76M Buy
38,650
+116
+0.3% +$5.09K 0.28% 75
2025
Q2 		$1.64M Buy
38,534
+4,419
+13% +$171K 0.3% 73
2025
Q1 		$1.22M Buy
34,115
+233
+0.7% +$8.32K 0.25% 83
2024
Q4 		$1.16M Buy
33,882
+1,609
+5% +$58.6K 0.24% 84
2024
Q3 		$1.24M Sell
32,273
-207
-0.6% -$7.62K 0.25% 84
2024
Q2 		$1.15M Sell
32,480
-11
-0% -$392 0.25% 87
2024
Q1 		$1.16M Buy
32,491
+885
+3% +$30.4K 0.25% 88
2023
Q4 		$1.1M Buy
31,606
+245
+0.8% +$7.95K 0.25% 90
2023
Q3 		$1.01M Sell
31,361
-496
-2% -$16.8K 0.27% 83
2023
Q2 		$1.07M Sell
31,857
-517
-2% -$17.5K 0.28% 79
2023
Q1 		$1.09M Sell
32,374
-6
-0% -$200 0.31% 76
2022
Q4 		$1.02M Buy
32,380
+2,619
+9% +$79.8K 0.3% 69
2022
Q3 		$826K Buy
29,761
+5,340
+22% +$168K 0.27% 78
2022
Q2 		$763K Buy
24,421
+2,946
+14% +$102K 0.24% 88
2022
Q1 		$816K Sell
21,475
-4,851
-18% -$186K 0.23% 88
2021
Q4 		$1.08M Sell
26,326
-90
-0.3% -$3.75K 0.7% 39
2021
Q3 		$1.1M Sell
26,416
-2,052
-7% -$87.2K 0.54% 42
2021
Q2 		$1.19M Buy
28,468
+1,280
+5% +$53.4K 0.44% 53
2021
Q1 		$1.07M Buy
27,188
+1,325
+5% +$51.7K 0.42% 58
2020
Q4 		$974K Buy
25,863
+11,371
+78% +$397K 0.42% 50
2020
Q3 		$471K Buy
+14,492
New +$463K 0.25% 70

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

Walkner Condon Financial Advisors's SCHC Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.26% in Q2 2026, buying an estimated $4.51K and bringing the position to 34,553 shares worth $1.66M. The position accounts for 0.19% of the portfolio, ranked #92.

Walkner Condon Financial Advisors first reported a position in SCHC in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.76M in Q3 2025. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Walkner Condon Financial Advisors held 34,553 shares of Schwab International Small-Cap Equity ETF worth $1.66M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 91 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $4.51K.
  • Schwab International Small-Cap Equity ETF made up 0.19% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Walkner Condon Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2020 and has held it in 24 quarters since.
  • Walkner Condon Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $1.76M in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.