AWM
SCHC icon

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

Axxcess 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 		$979K Buy
+20,335
New +$1.01M 0.02% 538
2026
Q1 		– Sell
-6,613
Closed -$301K – 881
2025
Q4 		$301K Buy
6,613
+764
+13% +$34.6K 0.01% 847
2025
Q3 		$266K Buy
+5,849
New +$257K 0.01% 795

Other funds holding SCHC

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026: 20,335 shares worth $979K. The stake represents 0.02% of the portfolio and ranks #538 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SCHC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SCHC in Q3 2025 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Axxcess Wealth Management held 20,335 shares of Schwab International Small-Cap Equity ETF worth $979K as of Q2 2026.
  • Schwab International Small-Cap Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #538 holding.
  • Axxcess Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.