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White Lighthouse Investment Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

White Lighthouse Investment 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 		$343K Sell
7,130
-56
-0.8% -$2.78K 0.04% 123
2026
Q1 		$336K Sell
7,186
-30
-0.4% -$1.45K 0.05% 118
2025
Q4 		$329K Buy
7,216
+241
+3% +$10.9K 0.05% 120
2025
Q3 		$317K Buy
6,975
+102
+1% +$4.48K 0.05% 112
2025
Q2 		$293K Sell
6,873
-395
-5% -$15.3K 0.05% 112
2025
Q1 		$261K Buy
7,268
+426
+6% +$15.2K 0.05% 119
2024
Q4 		$235K Buy
6,842
+222
+3% +$8.09K 0.04% 124
2024
Q3 		$255K Buy
6,620
+20
+0.3% +$736 0.05% 117
2024
Q2 		$235K Hold
6,600
– – 0.05% 113
2024
Q1 		$236K Hold
6,600
– – 0.05% 115
2023
Q4 		$230K Buy
6,600
+170
+3% +$5.52K 0.05% 113
2023
Q3 		$207K Hold
6,430
– – 0.05% 114
2023
Q2 		$217K Sell
6,430
-175
-3% -$5.92K 0.05% 114
2023
Q1 		$223K Buy
6,605
+158
+2% +$5.27K 0.06% 109
2022
Q4 		$203K Buy
+6,447
New +$196K 0.06% 112
2022
Q2 		– Sell
-6,289
Closed -$239K – 116
2022
Q1 		$239K Sell
6,289
-301
-5% -$11.5K 0.06% 107
2021
Q4 		$270K Buy
6,590
+157
+2% +$6.55K 0.07% 105
2021
Q3 		$267K Hold
6,433
– – 0.07% 98
2021
Q2 		$268K Buy
6,433
+31
+0.5% +$1.29K 0.07% 100
2021
Q1 		$252K Hold
6,402
– – 0.08% 99
2020
Q4 		$241K Buy
+6,402
New +$224K 0.08% 105
2020
Q1 		– Sell
-12,062
Closed -$418K – 124
2019
Q4 		$418K Buy
12,062
+330
+3% +$11K 0.15% 88
2019
Q3 		$373K Buy
11,732
+59
+0.5% +$1.88K 0.15% 93
2019
Q2 		$381K Sell
11,673
-620
-5% -$20.1K 0.16% 86
2019
Q1 		$396K Hold
12,293
– – 0.18% 81
2018
Q4 		$358K Buy
12,293
+298
+2% +$9.49K 0.2% 85
2018
Q3 		$428K Hold
11,995
– – 0.22% 75
2018
Q2 		$433K Hold
11,995
– – 0.24% 73
2018
Q1 		$438K Hold
11,995
– – 0.25% 74
2017
Q4 		$439K Buy
+11,995
New +$434K 0.25% 78

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

White Lighthouse Investment Management's SCHC Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.78% in Q2 2026, selling an estimated $2.78K and leaving 7,130 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #123.

White Lighthouse Investment Management first reported a position in SCHC in Q4 2017 and has held it in 30 quarters since. The position peaked at $439K in Q4 2017. 522 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • White Lighthouse Investment Management held 7,130 shares of Schwab International Small-Cap Equity ETF worth $343K as of Q2 2026.
  • White Lighthouse Investment Management sold 56 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $2.78K.
  • Schwab International Small-Cap Equity ETF made up 0.04% of White Lighthouse Investment Management's portfolio in Q2 2026, its #123 holding.
  • White Lighthouse Investment Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2017 and has held it in 30 quarters since.
  • White Lighthouse Investment Management's Schwab International Small-Cap Equity ETF position peaked at $439K in Q4 2017.
  • 522 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.