Envision Financial’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Envision Financial’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	$912K	Sell	18,944 -495	-3%	-$24.6K	0.42%	31
2026 Q1	$909K	Sell	19,439 -993	-5%	-$48K	0.49%	30
2025 Q4	$930K	Sell	20,432 -497	-2%	-$22.5K	0.49%	30
2025 Q3	$952K	Sell	20,929 -880	-4%	-$38.6K	0.55%	29
2025 Q2	$929K	Sell	21,809 -69	-0.3%	-$2.67K	0.62%	28
2025 Q1	$785K	Hold	21,878	–	–	0.59%	28
2024 Q4	$751K	Buy	+21,878	New	+$797K	0.6%	29

Other funds holding SCHC

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

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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

Envision Financial's SCHC Position: Q2 2026 in Review

Envision Financial reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.5% in Q2 2026, selling an estimated $24.6K and leaving 18,944 shares worth $912K. The position accounts for 0.42% of the portfolio, ranked #31.

Envision Financial first reported a position in SCHC in Q4 2024 and has held it in 7 quarters since. The position peaked at $952K in Q3 2025. 88 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Envision Financial held 18,944 shares of Schwab International Small-Cap Equity ETF worth $912K as of Q2 2026.
Envision Financial sold 495 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $24.6K.
Schwab International Small-Cap Equity ETF made up 0.42% of Envision Financial's portfolio in Q2 2026, its #31 holding.
Envision Financial first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
Envision Financial's Schwab International Small-Cap Equity ETF position peaked at $952K in Q3 2025.
88 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.