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Ferguson Wellman Capital Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Ferguson Wellman Capital 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
Q3 		$792K Sell
15,920
-37
-0.2% -$1.84K 0.01% 250
2026
Q2 		$768K Sell
15,957
-165
-1% -$8.18K 0.01% 257
2026
Q1 		$754K Buy
+16,122
New +$780K 0.01% 244

Other funds holding SCHC

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Ferguson Wellman Capital Management's SCHC Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.23% in Q3 2026, selling an estimated $1.84K and leaving 15,920 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #250.

Ferguson Wellman Capital Management first reported a position in SCHC in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

  • Ferguson Wellman Capital Management held 15,920 shares of Schwab International Small-Cap Equity ETF worth $792K as of Q3 2026.
  • Ferguson Wellman Capital Management sold 37 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $1.84K.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #250 holding.
  • Ferguson Wellman Capital Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.