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

Golden State 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	$3.18K	Hold	66	–	–	﹤0.01%	1330
2026 Q1	$3.08K	Sell	66 -15	-19%	-$725	﹤0.01%	1291
2025 Q4	$3.71K	Hold	81	–	–	﹤0.01%	1292
2025 Q3	$3.69K	Hold	81	–	–	﹤0.01%	1304
2025 Q2	$3.45K	Hold	81	–	–	﹤0.01%	1292
2025 Q1	$2.91K	Sell	81 -83	-51%	-$2.96K	﹤0.01%	1266
2024 Q4	$5.63K	Buy	+164	New	+$5.97K	﹤0.01%	1099
2020 Q2	–	Sell	-6	Closed	–	–	787
2020 Q1	$0	Buy	+6	New	+$184	﹤0.01%	1005
2019 Q4	–	Sell	-10	Closed	–	–	751
2019 Q3	$0	Buy	10 +4	+67%	+$127	﹤0.01%	1132
2019 Q2	$0	Buy	+6	New	+$194	﹤0.01%	1145

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Golden State Wealth Management's SCHC Position: Q2 2026 in Review

Golden State Wealth Management held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 66 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Golden State Wealth Management first reported a position in SCHC in Q2 2019 and has held it in 10 quarters since. The position peaked at $5.63K in Q4 2024. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Golden State Wealth Management held 66 shares of Schwab International Small-Cap Equity ETF worth $3.18K as of Q2 2026.
Golden State Wealth Management left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1330 holding.
Golden State Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q2 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $5.63K in Q4 2024.
523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.