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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
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

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

Avidian Wealth Enterprises's SCHC Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.02% in Q2 2026, buying an estimated $50 and bringing the position to 4,420 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #687.

Avidian Wealth Enterprises first reported a position in SCHC in Q3 2024 and has held it in 5 quarters since. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Avidian Wealth Enterprises held 4,420 shares of Schwab International Small-Cap Equity ETF worth $213K as of Q2 2026.
  • Avidian Wealth Enterprises bought 1 Schwab International Small-Cap Equity ETF share in Q2 2026, an estimated $50.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #687 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab International Small-Cap Equity ETF in Q3 2024 and has held it in 5 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.