Avidian Wealth Enterprises’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Avidian Wealth Enterprises’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	$251K	Buy	5,045 +625	+14%	+$31.1K	0.01%	659
2026 Q2	$213K	Buy	4,420 +1	+0%	+$50	0.01%	687
2026 Q1	$207K	Hold	4,419	–	–	0.01%	644
2025 Q4	$201K	Buy	4,419 +22	+0.5%	+$997	0.01%	562
2025 Q3	$200K	Buy	+4,397	New	+$193K	0.01%	563
2024 Q4	–	Sell	-5,381	Closed	-$207K	–	534
2024 Q3	$207K	Buy	+5,381	New	+$198K	0.01%	474

Other funds holding SCHC

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Avidian Wealth Enterprises's SCHC Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 14% in Q3 2026, buying an estimated $31.1K and bringing the position to 5,045 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #659.

Avidian Wealth Enterprises first reported a position in SCHC in Q3 2024 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Avidian Wealth Enterprises held 5,045 shares of Schwab International Small-Cap Equity ETF worth $251K as of Q3 2026.
Avidian Wealth Enterprises bought 625 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $31.1K.
Schwab International Small-Cap Equity ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #659 holding.
Avidian Wealth Enterprises first reported a position in Schwab International Small-Cap Equity ETF in Q3 2024 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.