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Whittier Trust’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Whittier Trust’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 		$33.6K Buy
685
+1
+0.1% +$50 ﹤0.01% 937
2026
Q1 		$32.4K Buy
684
+342
+100% +$16.5K ﹤0.01% 910
2025
Q4 		$15.9K Buy
342
+12
+4% +$544 ﹤0.01% 1065
2025
Q3 		$15.2K Hold
330
– – ﹤0.01% 1052
2025
Q2 		$14.1K Buy
330
+1
+0.3% +$39 ﹤0.01% 1170
2025
Q1 		$11.8K Hold
329
– – ﹤0.01% 1200
2024
Q4 		$11.3K Buy
329
+11
+3% +$401 ﹤0.01% 1229
2024
Q3 		$12.2K Buy
+318
New +$11.7K ﹤0.01% 1232
2023
Q4 		– Sell
-309
Closed -$9.96K – 1647
2023
Q3 		$9.96K Buy
+309
New +$10.5K ﹤0.01% 1260
2022
Q4 		– Sell
-1,264
Closed -$35K – 1715
2022
Q3 		$35K Hold
1,264
– – ﹤0.01% 1035
2022
Q2 		$39K Hold
1,264
– – ﹤0.01% 1011
2022
Q1 		$48K Sell
1,264
-302
-19% -$11.6K ﹤0.01% 983
2021
Q4 		$64K Buy
1,566
+7
+0.4% +$292 ﹤0.01% 923
2021
Q3 		$65K Buy
1,559
+1,264
+428% +$53.7K ﹤0.01% 873
2021
Q2 		$12K Buy
295
+2
+0.7% +$83 ﹤0.01% 1246
2021
Q1 		$12K Buy
+293
New +$11.4K ﹤0.01% 1229
2019
Q2 		– Sell
-42
Closed -$1K – 1443
2019
Q1 		$1K Buy
+42
New +$1.33K ﹤0.01% 1337
2015
Q4 		– Sell
-205
Closed -$6K – 1228
2015
Q3 		$6K Hold
205
– – ﹤0.01% 1012
2015
Q2 		$6K Hold
205
– – ﹤0.01% 1070
2015
Q1 		$6K Hold
205
– – ﹤0.01% 1094
2014
Q4 		$6K Buy
+205
New +$6.13K ﹤0.01% 938

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

Whittier Trust's SCHC Position: Q2 2026 in Review

Whittier Trust increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.15% in Q2 2026, buying an estimated $50 and bringing the position to 685 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Whittier Trust first reported a position in SCHC in Q4 2014 and has held it in 21 quarters since. The position peaked at $65K in Q3 2021. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Whittier Trust held 685 shares of Schwab International Small-Cap Equity ETF worth $33.6K as of Q2 2026.
  • Whittier Trust bought 1 Schwab International Small-Cap Equity ETF share in Q2 2026, an estimated $50.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #937 holding.
  • Whittier Trust first reported a position in Schwab International Small-Cap Equity ETF in Q4 2014 and has held it in 21 quarters since.
  • Whittier Trust's Schwab International Small-Cap Equity ETF position peaked at $65K in Q3 2021.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.