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Wealthspire Advisors (New York)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Wealthspire Advisors (New York)’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 		$244K Buy
+5,078
New +$252K ﹤0.01% 1084
2025
Q4 		– Sell
-2,809
Closed -$128K – 2537
2025
Q3 		$128K Buy
+2,809
New +$123K ﹤0.01% 933

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SC
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Creative Planning
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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

Wealthspire Advisors (New York)'s SCHC Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026: 5,078 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SCHC as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in SCHC in Q3 2025 and has held it in 2 quarters since. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Wealthspire Advisors (New York) held 5,078 shares of Schwab International Small-Cap Equity ETF worth $244K as of Q2 2026.
  • Schwab International Small-Cap Equity ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1084 holding.
  • Wealthspire Advisors (New York) first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • 525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.