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Abound Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Abound Wealth 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 		$49.5K Buy
1,028
+76
+8% +$3.77K 0.01% 240
2026
Q1 		$44.5K Buy
952
+203
+27% +$9.82K 0.01% 265
2025
Q4 		$34.1K Sell
749
-600
-44% -$27.2K 0.01% 277
2025
Q3 		$61.4K Sell
1,349
-1,568
-54% -$68.9K 0.02% 187
2025
Q2 		$124K Buy
2,917
+1,572
+117% +$60.9K 0.04% 106
2025
Q1 		$48.3K Hold
1,345
– – 0.02% 192
2024
Q4 		$46.2K Sell
1,345
-22
-2% -$801 0.01% 186
2024
Q3 		$52.7K Buy
1,367
+26
+2% +$957 0.02% 173
2024
Q2 		$47.7K Hold
1,341
– – 0.02% 157
2024
Q1 		$48K Hold
1,341
– – 0.02% 152
2023
Q4 		$46.8K Buy
+1,341
New +$43.5K 0.02% 158

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

Abound Wealth Management's SCHC Position: Q2 2026 in Review

Abound Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 8% in Q2 2026, buying an estimated $3.77K and bringing the position to 1,028 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #240.

Abound Wealth Management first reported a position in SCHC in Q4 2023 and has held it in 11 quarters since. The position peaked at $124K in Q2 2025. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Abound Wealth Management held 1,028 shares of Schwab International Small-Cap Equity ETF worth $49.5K as of Q2 2026.
  • Abound Wealth Management bought 76 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $3.77K.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Abound Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Abound Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $124K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.