James T. Borello RIA’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

James T. Borello RIA’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 Q3	$36K	Hold	723	–	–	0.01%	296
2026 Q2	$34.8K	Hold	723	–	–	0.01%	296
2026 Q1	$33.8K	Hold	723	–	–	0.01%	266
2025 Q4	$32.9K	Hold	723	–	–	0.01%	213
2025 Q3	$32.9K	Hold	723	–	–	0.01%	187
2025 Q2	$30.8K	Buy	+723	New	+$28K	0.01%	166

Other funds holding SCHC

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

James T. Borello RIA's SCHC Position: Q3 2026 in Review

James T. Borello RIA held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q3 2026 at 723 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #296.

James T. Borello RIA first reported a position in SCHC in Q2 2025 and has held it in 6 quarters since. 156 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

James T. Borello RIA held 723 shares of Schwab International Small-Cap Equity ETF worth $36K as of Q3 2026.
James T. Borello RIA left its Schwab International Small-Cap Equity ETF share count unchanged in Q3 2026.
Schwab International Small-Cap Equity ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #296 holding.
James T. Borello RIA first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
156 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.