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Wilkerson Advisory Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Wilkerson Advisory Group’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 		$10.1K Hold
210
– – ﹤0.01% 423
2026
Q1 		$9.81K Sell
210
-82
-28% -$3.97K ﹤0.01% 405
2025
Q4 		$13.3K Buy
+292
New +$13.2K ﹤0.01% 290

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

Wilkerson Advisory Group's SCHC Position: Q2 2026 in Review

Wilkerson Advisory Group held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 210 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Wilkerson Advisory Group first reported a position in SCHC in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.3K in Q4 2025. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Wilkerson Advisory Group held 210 shares of Schwab International Small-Cap Equity ETF worth $10.1K as of Q2 2026.
  • Wilkerson Advisory Group left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #423 holding.
  • Wilkerson Advisory Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Schwab International Small-Cap Equity ETF position peaked at $13.3K in Q4 2025.
  • 525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.