Belpointe Asset Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Belpointe Asset 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 Q3	$826K	Buy	16,613 +5,353	+48%	+$267K	0.02%	587
2026 Q2	$542K	Sell	11,260 -168	-1%	-$8.33K	0.02%	701
2026 Q1	$534K	Sell	11,428 -1,287	-10%	-$62.2K	0.02%	667
2025 Q4	$579K	Sell	12,715 -171	-1%	-$7.75K	0.02%	609
2025 Q3	$586K	Sell	12,886 -564	-4%	-$24.8K	0.02%	582
2025 Q2	$573K	Sell	13,450 -11,594	-46%	-$449K	0.02%	535
2025 Q1	$899K	Buy	+25,044	New	+$894K	0.05%	364
2023 Q2	–	Sell	-100	Closed	-$3.37K	–	2846
2023 Q1	$3.37K	Hold	100	–	–	﹤0.01%	3158
2022 Q4	$3.15K	Buy	+100	New	+$3.05K	﹤0.01%	3097

Other funds holding SCHC

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Belpointe Asset Management's SCHC Position: Q3 2026 in Review

Belpointe Asset Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 48% in Q3 2026, buying an estimated $267K and bringing the position to 16,613 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #587.

Belpointe Asset Management first reported a position in SCHC in Q4 2022 and has held it in 9 quarters since. The position peaked at $899K in Q1 2025. 473 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Belpointe Asset Management held 16,613 shares of Schwab International Small-Cap Equity ETF worth $826K as of Q3 2026.
Belpointe Asset Management bought 5,353 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $267K.
Schwab International Small-Cap Equity ETF made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #587 holding.
Belpointe Asset Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 9 quarters since.
Belpointe Asset Management's Schwab International Small-Cap Equity ETF position peaked at $899K in Q1 2025.
473 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.