AWM
SCHC icon

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

AE 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 		$846K Buy
17,572
+4,047
+30% +$201K ﹤0.01% 981
2026
Q1 		$632K Buy
13,525
+2,596
+24% +$126K ﹤0.01% 1001
2025
Q4 		$498K Buy
10,929
+1,643
+18% +$74.5K ﹤0.01% 1053
2025
Q3 		$423K Buy
9,286
+1,960
+27% +$86.1K ﹤0.01% 1034
2025
Q2 		$312K Sell
7,326
-416
-5% -$16.1K ﹤0.01% 1107
2025
Q1 		$278K Sell
7,742
-915
-11% -$32.7K ﹤0.01% 1123
2024
Q4 		$297K Sell
8,657
-653
-7% -$23.8K ﹤0.01% 1107
2024
Q3 		$359K Sell
9,310
-1,498
-14% -$55.2K ﹤0.01% 973
2024
Q2 		$385K Buy
10,808
+3,042
+39% +$108K ﹤0.01% 957
2024
Q1 		$278K Sell
7,766
-9,435
-55% -$324K ﹤0.01% 983
2023
Q4 		$586K Buy
17,201
+3,450
+25% +$112K ﹤0.01% 1355
2023
Q3 		$443K Buy
13,751
+4,462
+48% +$151K ﹤0.01% 1444
2023
Q2 		$314K Buy
9,289
+1,478
+19% +$50K ﹤0.01% 1601
2023
Q1 		$263K Buy
+7,811
New +$261K ﹤0.01% 1615
2021
Q4 		– Sell
-7,144
Closed -$297K – 1779
2021
Q3 		$297K Buy
7,144
+806
+13% +$34.2K ﹤0.01% 1367
2021
Q2 		$264K Buy
6,338
+471
+8% +$19.7K ﹤0.01% 1397
2021
Q1 		$231K Sell
5,867
-282
-5% -$11K ﹤0.01% 1352
2020
Q4 		$232K Buy
+6,149
New +$215K ﹤0.01% 1231
2020
Q1 		– Sell
-11,035
Closed -$382K – 1260
2019
Q4 		$382K Buy
+11,035
New +$368K 0.01% 822

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

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

AE Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 30% in Q2 2026, buying an estimated $201K and bringing the position to 17,572 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

AE Wealth Management first reported a position in SCHC in Q4 2019 and has held it in 19 quarters since. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • AE Wealth Management held 17,572 shares of Schwab International Small-Cap Equity ETF worth $846K as of Q2 2026.
  • AE Wealth Management bought 4,047 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $201K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #981 holding.
  • AE Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and has held it in 19 quarters since.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.