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

Beaird Harris 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	$6.42M	Sell	133,480 -671	-0.5%	-$33.3K	0.4%	34
2026 Q1	$6.27M	Sell	134,151 -7,242	-5%	-$350K	0.43%	33
2025 Q4	$6.44M	Sell	141,393 -6,191	-4%	-$281K	0.44%	32
2025 Q3	$6.72M	Sell	147,584 -2,783	-2%	-$122K	0.48%	32
2025 Q2	$6.4M	Sell	150,367 -4,469	-3%	-$173K	0.5%	30
2025 Q1	$5.56M	Sell	154,836 -3,417	-2%	-$122K	0.47%	30
2024 Q4	$5.43M	Sell	158,253 -596	-0.4%	-$21.7K	0.47%	32
2024 Q3	$6.12M	Sell	158,849 -6,079	-4%	-$224K	0.53%	31
2024 Q2	$5.87M	Sell	164,928 -17,041	-9%	-$607K	0.55%	29
2024 Q1	$6.51M	Sell	181,969 -3,055	-2%	-$105K	0.64%	27
2023 Q4	$6.46M	Sell	185,024 -2,754	-1%	-$89.4K	0.68%	27
2023 Q3	$6.06M	Sell	187,778 -914	-0.5%	-$31K	0.73%	26
2023 Q2	$6.37M	Sell	188,692 -3,884	-2%	-$131K	0.76%	25
2023 Q1	$6.49M	Sell	192,576 -645	-0.3%	-$21.5K	1.17%	20
2022 Q4	$6.08M	Buy	193,221 +54,599	+39%	+$1.66M	1.14%	20
2022 Q3	$3.85M	Buy	138,622 +115,300	+494%	+$3.63M	0.84%	21
2022 Q2	$728K	Buy	23,322 +13,413	+135%	+$465K	0.2%	39
2022 Q1	$376K	Sell	9,909 -1,501	-13%	-$57.5K	0.14%	56
2021 Q4	$467K	Buy	+11,410	New	+$476K	0.17%	67

Other funds holding SCHC

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CST

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

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

ULWM

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

Beaird Harris Wealth Management's SCHC Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.5% in Q2 2026, selling an estimated $33.3K and leaving 133,480 shares worth $6.42M. The position accounts for 0.4% of the portfolio, ranked #34.

Beaird Harris Wealth Management first reported a position in SCHC in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.72M in Q3 2025. 88 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Beaird Harris Wealth Management held 133,480 shares of Schwab International Small-Cap Equity ETF worth $6.42M as of Q2 2026.
Beaird Harris Wealth Management sold 671 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $33.3K.
Schwab International Small-Cap Equity ETF made up 0.4% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #34 holding.
Beaird Harris Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $6.72M in Q3 2025.
88 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.