Act Wealth Management
SCHC icon

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

Act 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
Q3 		$1.76M Buy
35,479
+12
+0% +$598 0.52% 18
2026
Q2 		$1.71M Buy
35,467
+46
+0.1% +$2.28K 0.5% 18
2026
Q1 		$1.66M Buy
35,421
+500
+1% +$24.2K 0.56% 18
2025
Q4 		$1.59M Sell
34,921
-674
-2% -$30.5K 0.52% 19
2025
Q3 		$1.62M Sell
35,595
-395
-1% -$17.3K 0.57% 18
2025
Q2 		$1.53M Buy
35,990
+3,578
+11% +$139K 0.65% 17
2025
Q1 		$1.16M Sell
32,412
-392
-1% -$14K 0.53% 18
2024
Q4 		$1.13M Sell
32,804
-272,908
-89% -$9.9M 0.53% 18
2024
Q3 		$11.8M Buy
305,712
+13,635
+5% +$502K 5.22% 7
2024
Q2 		$10.4M Buy
292,077
+5,472
+2% +$195K 5.11% 7
2024
Q1 		$10.3M Buy
286,605
+10,509
+4% +$361K 5.17% 7
2023
Q4 		$9.6M Buy
276,096
+19,876
+8% +$645K 5.2% 7
2023
Q3 		$8.26M Sell
256,220
-773
-0.3% -$26.2K 5.55% 6
2023
Q2 		$8.68M Buy
256,993
+14,236
+6% +$481K 4.88% 7
2023
Q1 		$8.18M Sell
242,757
-5,064
-2% -$169K 4.87% 7
2022
Q4 		$7.8M Buy
247,821
+15,634
+7% +$476K 4.93% 7
2022
Q3 		$6.44M Buy
232,187
+35,571
+18% +$1.12M 4.61% 7
2022
Q2 		$6.14M Buy
196,616
+8,313
+4% +$288K 4.01% 7
2022
Q1 		$7.15M Buy
188,303
+23,820
+14% +$912K 4.07% 7
2021
Q4 		$6.73M Buy
164,483
+20,365
+14% +$849K 3.87% 7
2021
Q3 		$6M Hold
144,118
– – 3.7% 7
2021
Q2 		$6M Buy
144,118
+2,865
+2% +$120K 3.7% 7
2021
Q1 		$5.57M Sell
141,253
-5,218
-4% -$203K 3.59% 7
2020
Q4 		$5.52M Buy
+146,471
New +$5.11M 3.54% 7

Other funds holding SCHC

McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Act Wealth Management's SCHC Position: Q3 2026 in Review

Act Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.03% in Q3 2026, buying an estimated $598 and bringing the position to 35,479 shares worth $1.76M. The position accounts for 0.52% of the portfolio, ranked #18.

Act Wealth Management first reported a position in SCHC in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.8M in Q3 2024. 129 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

  • Act Wealth Management held 35,479 shares of Schwab International Small-Cap Equity ETF worth $1.76M as of Q3 2026.
  • Act Wealth Management bought 12 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $598.
  • Schwab International Small-Cap Equity ETF made up 0.52% of Act Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Act Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and has held it in 24 quarters since.
  • Act Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $11.8M in Q3 2024.
  • 129 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.