Commonwealth Financial Services
SCHC icon

Commonwealth Financial Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Commonwealth Financial Services’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 		$4.91M Buy
98,718
+12,158
+14% +$606K 0.88% 23
2026
Q2 		$4.17M Buy
+86,560
New +$4.29M 0.56% 39

Other funds holding SCHC

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Commonwealth Financial Services's SCHC Position: Q3 2026 in Review

Commonwealth Financial Services increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 14% in Q3 2026, buying an estimated $606K and bringing the position to 98,718 shares worth $4.91M. The position accounts for 0.88% of the portfolio, ranked #23.

Commonwealth Financial Services first reported a position in SCHC in Q2 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

  • Commonwealth Financial Services held 98,718 shares of Schwab International Small-Cap Equity ETF worth $4.91M as of Q3 2026.
  • Commonwealth Financial Services bought 12,158 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $606K.
  • Schwab International Small-Cap Equity ETF made up 0.88% of Commonwealth Financial Services's portfolio in Q3 2026, its #23 holding.
  • Commonwealth Financial Services first reported a position in Schwab International Small-Cap Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.