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 Q3	$386K	Sell	7,750 -323	-4%	-$16.1K	0.01%	744
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

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

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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 Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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 Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dynamic Advisor Solutions's SCHC Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 4% in Q3 2026, selling an estimated $16.1K and leaving 7,750 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #744.

Dynamic Advisor Solutions first reported a position in SCHC in Q1 2022 and has held it in 13 quarters since. The position peaked at $501K in Q2 2024. 94 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Dynamic Advisor Solutions held 7,750 shares of Schwab International Small-Cap Equity ETF worth $386K as of Q3 2026.
Dynamic Advisor Solutions sold 323 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $16.1K.
Schwab International Small-Cap Equity ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #744 holding.
Dynamic Advisor Solutions first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and has held it in 13 quarters since.
Dynamic Advisor Solutions's Schwab International Small-Cap Equity ETF position peaked at $501K in Q2 2024.
94 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.