Integris Wealth Management
SCHC icon

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

Integris 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
Q3 		$1.61M Hold
32,416
– – 0.31% 30
2026
Q2 		$1.56M Sell
32,416
-149
-0.5% -$7.39K 0.32% 27
2026
Q1 		$1.52M Sell
32,565
-116
-0.4% -$5.61K 0.35% 25
2025
Q4 		$1.49M Sell
32,681
-218
-0.7% -$9.9K 0.34% 27
2025
Q3 		$1.5M Sell
32,899
-8,010
-20% -$352K 0.36% 26
2025
Q2 		$1.74M Sell
40,909
-684
-2% -$26.5K 0.45% 23
2025
Q1 		$1.49M Sell
41,593
-194
-0.5% -$6.93K 0.43% 23
2024
Q4 		$1.43M Sell
41,787
-5
-0% -$182 0.4% 24
2024
Q3 		$1.61M Sell
41,792
-635
-1% -$23.4K 0.45% 24
2024
Q2 		$1.51M Sell
42,427
-401
-0.9% -$14.3K 0.44% 25
2024
Q1 		$1.53M Sell
42,828
-724
-2% -$24.9K 0.42% 26
2023
Q4 		$1.52M Sell
43,552
-1,718
-4% -$55.7K 0.45% 26
2023
Q3 		$1.46M Sell
45,270
-8,571
-16% -$290K 0.48% 26
2023
Q2 		$1.82M Sell
53,841
-451
-0.8% -$15.3K 0.64% 21
2023
Q1 		$1.83M Sell
54,292
-425
-0.8% -$14.2K 0.67% 20
2022
Q4 		$1.72M Buy
+54,717
New +$1.67M 0.67% 20

Other funds holding SCHC

McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Integris Wealth Management's SCHC Position: Q3 2026 in Review

Integris Wealth Management held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q3 2026 at 32,416 shares worth $1.61M. The position accounts for 0.31% of the portfolio, ranked #30.

Integris Wealth Management first reported a position in SCHC in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.83M in Q1 2023. 156 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

  • Integris Wealth Management held 32,416 shares of Schwab International Small-Cap Equity ETF worth $1.61M as of Q3 2026.
  • Integris Wealth Management left its Schwab International Small-Cap Equity ETF share count unchanged in Q3 2026.
  • Schwab International Small-Cap Equity ETF made up 0.31% of Integris Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Integris Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • Integris Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $1.83M in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.