Carolina Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Carolina Wealth Advisors’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	$219K	Sell	4,549 -241	-5%	-$12K	0.09%	84
2026 Q1	$224K	Sell	4,790 -478	-9%	-$23.1K	0.09%	89
2025 Q4	$240K	Sell	5,268 -495	-9%	-$22.4K	0.11%	74
2025 Q3	$262K	Sell	5,763 -22,008	-79%	-$966K	0.11%	66
2025 Q2	$1.18M	Sell	27,771 -996	-3%	-$38.6K	0.58%	34
2025 Q1	$1.03M	Buy	28,767 +937	+3%	+$33.5K	0.56%	29
2024 Q4	$955K	Sell	27,830 -1,188	-4%	-$43.3K	0.51%	26
2024 Q3	$1.12M	Sell	29,018 -887	-3%	-$32.7K	0.57%	25
2024 Q2	$1.06M	Buy	29,905 +2,196	+8%	+$78.3K	0.52%	26
2024 Q1	$992K	Buy	27,709 +2,127	+8%	+$73.1K	0.54%	24
2023 Q4	$893K	Sell	25,582 -288	-1%	-$9.34K	0.46%	28
2023 Q3	$834K	Buy	25,870 +475	+2%	+$16.1K	0.47%	28
2023 Q2	$858K	Buy	25,395 +339	+1%	+$11.5K	0.52%	24
2023 Q1	$845K	Sell	25,056 -1,513	-6%	-$50.5K	0.49%	28
2022 Q4	$836K	Buy	26,569 +2,842	+12%	+$86.6K	0.53%	25
2022 Q3	$658K	Buy	23,727 +479	+2%	+$15.1K	0.52%	25
2022 Q2	$726K	Buy	23,248 +1,164	+5%	+$40.3K	0.48%	30
2022 Q1	$839K	Buy	22,084 +416	+2%	+$15.9K	0.53%	27
2021 Q4	$887K	Buy	21,668 +821	+4%	+$34.2K	0.5%	29
2021 Q3	$866K	Buy	20,847 +161	+0.8%	+$6.84K	0.57%	29
2021 Q2	$861K	Sell	20,686 -28	-0.1%	-$1.17K	0.58%	30
2021 Q1	$817K	Buy	20,714 +35	+0.2%	+$1.36K	0.6%	29
2020 Q4	$779K	Sell	20,679 -1,546	-7%	-$54K	0.63%	38
2020 Q3	$723K	Buy	22,225 +986	+5%	+$31.5K	0.64%	38
2020 Q2	$628K	Buy	21,239 +228	+1%	+$6.3K	0.61%	40
2020 Q1	$513K	Buy	21,011 +3,439	+20%	+$106K	0.59%	39
2019 Q4	$609K	Buy	+17,572	New	+$586K	0.58%	31

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

BHWM

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

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

Carolina Wealth Advisors's SCHC Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 5% in Q2 2026, selling an estimated $12K and leaving 4,549 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #84.

Carolina Wealth Advisors first reported a position in SCHC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.18M in Q2 2025. 88 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Carolina Wealth Advisors held 4,549 shares of Schwab International Small-Cap Equity ETF worth $219K as of Q2 2026.
Carolina Wealth Advisors sold 241 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $12K.
Schwab International Small-Cap Equity ETF made up 0.09% of Carolina Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Carolina Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and has held it in 27 quarters since.
Carolina Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $1.18M in Q2 2025.
88 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.