Empirical Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Empirical Wealth Management’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	$45.8M	Buy	951,415 +94,315	+11%	+$4.68M	0.67%	28
2026 Q1	$40.1M	Buy	857,100 +79,946	+10%	+$3.87M	0.7%	27
2025 Q4	$35.4M	Buy	777,154 +49,052	+7%	+$2.22M	0.63%	29
2025 Q3	$33.1M	Buy	728,102 +29,248	+4%	+$1.28M	0.67%	26
2025 Q2	$29.8M	Buy	698,854 +56,955	+9%	+$2.21M	0.67%	27
2025 Q1	$23M	Buy	641,899 +52,359	+9%	+$1.87M	0.59%	30
2024 Q4	$20.2M	Buy	589,540 +29,622	+5%	+$1.08M	0.55%	32
2024 Q3	$21.6M	Buy	559,918 +16,393	+3%	+$604K	0.61%	31
2024 Q2	$19.3M	Buy	543,525 +14,784	+3%	+$527K	0.58%	30
2024 Q1	$18.9M	Buy	528,741 +37,628	+8%	+$1.29M	0.59%	30
2023 Q4	$17.1M	Buy	491,113 +94,273	+24%	+$3.06M	0.58%	33
2023 Q3	$12.8M	Buy	396,840 +78,916	+25%	+$2.67M	0.5%	39
2023 Q2	$10.7M	Buy	317,924 +129,044	+68%	+$4.36M	0.43%	48
2023 Q1	$6.37M	Sell	188,880 -710	-0.4%	-$23.7K	0.28%	70
2022 Q4	$5.97M	Buy	189,590 +13,911	+8%	+$424K	0.28%	73
2022 Q3	$4.88M	Buy	175,679 +9,569	+6%	+$301K	0.26%	77
2022 Q2	$5.19M	Buy	166,110 +12,960	+8%	+$449K	0.27%	69
2022 Q1	$5.82M	Buy	153,150 +35,137	+30%	+$1.34M	0.29%	60
2021 Q4	$4.83M	Buy	118,013 +13,234	+13%	+$552K	0.24%	74
2021 Q3	$4.35M	Buy	104,779 +2,068	+2%	+$87.8K	0.25%	71
2021 Q2	$4.27M	Buy	102,711 +1,403	+1%	+$58.6K	0.26%	64
2021 Q1	$3.99M	Sell	101,308 -1,735	-2%	-$67.7K	0.32%	57
2020 Q4	$3.88M	Sell	103,043 -7,976	-7%	-$278K	0.3%	53
2020 Q3	$3.61M	Sell	111,019 -5,843	-5%	-$187K	0.31%	53
2020 Q2	$3.46M	Sell	116,862 -9,344	-7%	-$258K	0.32%	50
2020 Q1	$3.08M	Sell	126,206 -96,576	-43%	-$2.97M	0.34%	47
2019 Q4	$7.72M	Sell	222,782 -4,322	-2%	-$144K	0.85%	20
2019 Q3	$7.22M	Sell	227,104 -11,156	-5%	-$355K	0.88%	18
2019 Q2	$7.78M	Buy	238,260 +290	+0.1%	+$9.4K	1.02%	18
2019 Q1	$7.67M	Buy	237,970 +38,801	+19%	+$1.22M	1.12%	17
2018 Q4	$5.8M	Buy	199,169 +168,629	+552%	+$5.37M	0.99%	18
2018 Q3	$1.09M	Buy	30,540 +6,462	+27%	+$231K	0.19%	63
2018 Q2	$868K	Buy	24,078 +3,579	+17%	+$132K	0.16%	74
2018 Q1	$748K	Buy	20,499 +1,694	+9%	+$62.9K	0.15%	76
2017 Q4	$689K	Buy	18,805 +2,370	+14%	+$85.8K	0.15%	72
2017 Q3	$589K	Hold	16,435	–	–	0.14%	77
2017 Q2	$553K	Buy	16,435 +20	+0.1%	+$654	0.13%	78
2017 Q1	$514K	Sell	16,415 -6,805	-29%	-$208K	0.13%	82
2016 Q4	$676K	Buy	23,220 +6,622	+40%	+$196K	0.17%	63
2016 Q3	$513K	Buy	16,598 +31	+0.2%	+$935	0.13%	69
2016 Q2	$477K	Sell	16,567 -162	-1%	-$4.77K	0.13%	70
2016 Q1	$484K	Buy	16,729 +9,010	+117%	+$244K	0.12%	71
2015 Q4	$223K	Sell	7,719 -571	-7%	-$16.9K	0.05%	99
2015 Q3	$237K	Buy	+8,290	New	+$249K	0.06%	103

Other funds holding SCHC

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return