DAS
SCHC icon

Dynamic Advisor Solutions’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Dynamic Advisor Solutions’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 		$388K Buy
8,073
+356
+5% +$17.7K 0.01% 766
2026
Q1 		$361K Buy
7,717
+436
+6% +$21.1K 0.01% 748
2025
Q4 		$332K Buy
7,281
+361
+5% +$16.4K 0.01% 746
2025
Q3 		$315K Buy
6,920
+1
+0% +$44 0.01% 763
2025
Q2 		$295K Buy
6,919
+971
+16% +$37.6K 0.01% 754
2025
Q1 		$213K Buy
+5,948
New +$212K 0.01% 797
2024
Q4 		– Sell
-12,355
Closed -$476K – 787
2024
Q3 		$476K Sell
12,355
-1,737
-12% -$64K 0.01% 627
2024
Q2 		$501K Buy
14,092
+1,528
+12% +$54.5K 0.02% 625
2024
Q1 		$450K Sell
12,564
-155
-1% -$5.33K 0.02% 631
2023
Q4 		$432K Buy
12,719
+1,726
+16% +$56K 0.02% 607
2023
Q3 		$355K Buy
+10,993
New +$372K 0.02% 612
2022
Q2 		– Sell
-7,545
Closed -$286K – 768
2022
Q1 		$286K Buy
+7,545
New +$289K 0.02% 576

Other funds holding SCHC

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 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
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return