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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
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 $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

AE Wealth Management's SCHC Position: Q1 2026 in Review

AE Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 24% in Q1 2026, buying an estimated $126K and bringing the position to 13,525 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

AE Wealth Management first reported a position in SCHC in Q4 2019 and has held it in 18 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • AE Wealth Management held 13,525 shares of Schwab International Small-Cap Equity ETF worth $632K as of Q1 2026.
  • AE Wealth Management bought 2,596 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $126K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1001 holding.
  • AE Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and has held it in 18 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.