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World Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

World Investment 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
Q1 		$4.47M Sell
95,677
-1,439
-1% -$69.6K 0.07% 287
2025
Q4 		$4.42M Buy
97,116
+6,931
+8% +$314K 0.07% 280
2025
Q3 		$4.1M Sell
90,185
-1,702
-2% -$74.7K 0.08% 254
2025
Q2 		$3.91M Sell
91,887
-417
-0.5% -$16.2K 0.09% 252
2025
Q1 		$3.31M Buy
+92,304
New +$3.3M 0.09% 263

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

World Investment Advisors's SCHC Position: Q1 2026 in Review

World Investment Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 1.5% in Q1 2026, selling an estimated $69.6K and leaving 95,677 shares worth $4.47M. The position accounts for 0.07% of the portfolio, ranked #287.

World Investment Advisors first reported a position in SCHC in Q1 2025 and has held it in 5 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • World Investment Advisors held 95,677 shares of Schwab International Small-Cap Equity ETF worth $4.47M as of Q1 2026.
  • World Investment Advisors sold 1,439 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $69.6K.
  • Schwab International Small-Cap Equity ETF made up 0.07% of World Investment Advisors's portfolio in Q1 2026, its #287 holding.
  • World Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.