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 Q3	$594K	Sell	11,946 -14,545	-55%	-$725K	0.17%	79
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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Elevation Wealth Partners's SCHC Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 55% in Q3 2026, selling an estimated $725K and leaving 11,946 shares worth $594K. The position accounts for 0.17% of the portfolio, ranked #79.

Elevation Wealth Partners first reported a position in SCHC in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.79M in Q3 2025. 185 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Elevation Wealth Partners held 11,946 shares of Schwab International Small-Cap Equity ETF worth $594K as of Q3 2026.
Elevation Wealth Partners sold 14,545 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $725K.
Schwab International Small-Cap Equity ETF made up 0.17% of Elevation Wealth Partners's portfolio in Q3 2026, its #79 holding.
Elevation Wealth Partners first reported a position in Schwab International Small-Cap Equity ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Schwab International Small-Cap Equity ETF position peaked at $1.79M in Q3 2025.
185 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.