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

Avior 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	$874K	Sell	18,166 -43	-0.2%	-$2.13K	0.02%	386
2026 Q1	$851K	Sell	18,209 -100	-0.5%	-$4.84K	0.02%	399
2025 Q4	$834K	Sell	18,309 -67	-0.4%	-$3.04K	0.03%	338
2025 Q3	$836K	Sell	18,376 -7	-0%	-$307	0.03%	334
2025 Q2	$783K	Sell	18,383 -90	-0.5%	-$3.49K	0.03%	334
2025 Q1	$663K	Sell	18,473 -1,869	-9%	-$66.7K	0.03%	346
2024 Q4	$698K	Sell	20,342 -3,562	-15%	-$130K	0.03%	362
2024 Q3	$921K	Sell	23,904 -2,561	-10%	-$94.3K	0.04%	304
2024 Q2	$942K	Sell	26,465 -1,766	-6%	-$62.9K	0.04%	284
2024 Q1	$1.01M	Buy	28,231 +108	+0.4%	+$3.71K	0.05%	284
2023 Q4	$981K	Sell	28,123 -2,483	-8%	-$80.6K	0.06%	212
2023 Q3	$987K	Sell	30,606 -411	-1%	-$13.9K	0.07%	194
2023 Q2	$1.05M	Sell	31,017 -3,247	-9%	-$110K	0.07%	194
2023 Q1	$1.16M	Sell	34,264 -3,902	-10%	-$130K	0.08%	178
2022 Q4	$1.2M	Sell	38,166 -1,599	-4%	-$48.7K	0.09%	165
2022 Q3	$1.1M	Sell	39,765 -903	-2%	-$28.4K	0.09%	155
2022 Q2	$1.27M	Sell	40,668 -3,258	-7%	-$113K	0.13%	124
2022 Q1	$1.67M	Sell	43,926 -6,129	-12%	-$235K	0.14%	117
2021 Q4	$2.05M	Sell	50,055 -7,147	-12%	-$298K	0.17%	104
2021 Q3	$2.38M	Sell	57,202 -40,043	-41%	-$1.7M	0.2%	97
2021 Q2	$4.04M	Sell	97,245 -11,773	-11%	-$491K	0.41%	56
2021 Q1	$4.3M	Buy	109,018 +6,457	+6%	+$252K	0.46%	49
2020 Q4	$3.86M	Buy	102,561 +1,289	+1%	+$45K	0.48%	48
2020 Q3	$3.29M	Sell	101,272 -2,020	-2%	-$64.5K	0.47%	50
2020 Q2	$3.05M	Buy	103,292 +8,799	+9%	+$243K	0.48%	48
2020 Q1	$2.31M	Buy	94,493 +16,977	+22%	+$522K	0.45%	57
2019 Q4	$2.69M	Sell	77,516 -2,658	-3%	-$88.6K	0.43%	60
2019 Q3	$2.55M	Buy	80,174 +5,072	+7%	+$161K	0.45%	59
2019 Q2	$2.45M	Buy	75,102 +574	+0.8%	+$18.6K	0.44%	59
2019 Q1	$2.4M	Buy	74,528 +2,014	+3%	+$63.6K	0.51%	50
2018 Q4	$2.11M	Buy	72,514 +3,023	+4%	+$96.3K	0.51%	50
2018 Q3	$2.48M	Buy	69,491 +2,795	+4%	+$99.9K	0.53%	46
2018 Q2	$2.41M	Buy	66,696 +3,393	+5%	+$125K	0.54%	45
2018 Q1	$2.31M	Sell	63,303 -522	-0.8%	-$19.4K	0.53%	46
2017 Q4	$2.34M	Sell	63,825 -182	-0.3%	-$6.59K	0.52%	51
2017 Q3	$2.29M	Sell	64,007 -216	-0.3%	-$7.49K	0.75%	36
2017 Q2	$2.06M	Buy	64,223 +930	+1%	+$30.4K	0.84%	29
2017 Q1	$1.98M	Buy	63,293 +4,661	+8%	+$142K	0.66%	42
2016 Q4	$1.71M	Buy	58,632 +4,216	+8%	+$125K	0.64%	42
2016 Q3	$1.68M	Buy	54,416 +3	+0%	+$90	0.66%	38
2016 Q2	$1.57M	Sell	54,413 -275	-0.5%	-$8.09K	0.67%	38
2016 Q1	$1.58M	Buy	54,688 +2,335	+4%	+$63.3K	0.7%	37
2015 Q4	$1.51M	Sell	52,353 -3,079	-6%	-$91K	0.83%	27
2015 Q3	$1.58M	Buy	55,432 +4,107	+8%	+$123K	0.93%	25
2015 Q2	$1.61M	Buy	51,325 +30,617	+148%	+$974K	1.25%	24
2015 Q1	$625K	Sell	20,708 -1,337	-6%	-$39.6K	0.48%	42
2014 Q4	$636K	Buy	22,045 +637	+3%	+$19K	0.51%	41
2014 Q3	$671K	Sell	21,408 -61	-0.3%	-$2.02K	0.57%	42
2014 Q2	$736K	Buy	21,469 +487	+2%	+$16.2K	0.62%	40
2014 Q1	$693K	Buy	20,982 +193	+0.9%	+$6.2K	0.58%	38
2013 Q4	$664K	Buy	+20,789	New	+$653K	0.63%	34

Other funds holding SCHC

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

AFP

Arnold Financial Planning Hiawatha, Iowa $134M AUM

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CKAIS

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return