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Elevation Wealth Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Elevation Wealth Partners’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 		$1.27M Sell
26,491
-307
-1% -$15.2K 0.38% 44
2026
Q1 		$1.25M Sell
26,798
-4,054
-13% -$196K 0.45% 38
2025
Q4 		$1.4M Sell
30,852
-8,398
-21% -$381K 0.5% 37
2025
Q3 		$1.79M Sell
39,250
-683
-2% -$30K 0.64% 34
2025
Q2 		$1.7M Sell
39,933
-3,367
-8% -$130K 0.67% 35
2025
Q1 		$1.55M Buy
43,300
+837
+2% +$29.9K 0.67% 31
2024
Q4 		$1.46M Buy
42,463
+1,369
+3% +$49.9K 0.62% 31
2024
Q3 		$1.58M Buy
41,094
+588
+1% +$21.7K 0.68% 31
2024
Q2 		$1.44M Buy
40,506
+3,190
+9% +$114K 0.68% 32
2024
Q1 		$1.34M Buy
37,316
+17,244
+86% +$593K 0.67% 31
2023
Q4 		$647K Buy
20,072
+19,385
+2,822% +$629K 0.39% 51
2023
Q3 		$22.2K Hold
687
– – 0.02% 204
2023
Q2 		$23.2K Hold
687
– – 0.02% 206
2023
Q1 		$23.2K Buy
+687
New +$22.9K 0.02% 208

Other funds holding SCHC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners's SCHC Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 1.1% in Q2 2026, selling an estimated $15.2K and leaving 26,491 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #44.

Elevation Wealth Partners first reported a position in SCHC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.79M in Q3 2025. 215 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Elevation Wealth Partners held 26,491 shares of Schwab International Small-Cap Equity ETF worth $1.27M as of Q2 2026.
  • Elevation Wealth Partners sold 307 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $15.2K.
  • Schwab International Small-Cap Equity ETF made up 0.38% of Elevation Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Elevation Wealth Partners first reported a position in Schwab International Small-Cap Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Schwab International Small-Cap Equity ETF position peaked at $1.79M in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.