IVC Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

IVC Wealth Advisors’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	$406K	Buy	8,440 +613	+8%	+$30.4K	0.16%	109
2026 Q1	$366K	Sell	7,827 -84	-1%	-$4.06K	0.16%	109
2025 Q4	$360K	Buy	7,911 +135	+2%	+$6.12K	0.16%	116
2025 Q3	$354K	Buy	7,776 +1,440	+23%	+$63.2K	0.16%	118
2025 Q2	$270K	Sell	6,336 -2,592	-29%	-$100K	0.13%	139
2025 Q1	$320K	Buy	8,928 +180	+2%	+$6.43K	0.17%	119
2024 Q4	$300K	Buy	8,748 +2,062	+31%	+$75.1K	0.17%	121
2024 Q3	$258K	Sell	6,686 -976	-13%	-$35.9K	0.14%	135
2024 Q2	$273K	Sell	7,662 -74	-1%	-$2.64K	0.15%	129
2024 Q1	$277K	Buy	7,736 +544	+8%	+$18.7K	0.16%	131
2023 Q4	$251K	Sell	7,192 -1,871	-21%	-$60.7K	0.16%	128
2023 Q3	$292K	Buy	9,063 +717	+9%	+$24.3K	0.2%	110
2023 Q2	$282K	Buy	8,346 +1,398	+20%	+$47.3K	0.18%	115
2023 Q1	$234K	Buy	6,948 +92	+1%	+$3.07K	0.17%	122
2022 Q4	$216K	Buy	+6,856	New	+$209K	0.16%	138
2022 Q3	–	Sell	-8,057	Closed	-$252K	–	143
2022 Q2	$252K	Buy	8,057 +1,014	+14%	+$35.1K	0.2%	116
2022 Q1	$267K	Buy	+7,043	New	+$270K	0.18%	122

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

IVC Wealth Advisors's SCHC Position: Q2 2026 in Review

IVC Wealth Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 7.8% in Q2 2026, buying an estimated $30.4K and bringing the position to 8,440 shares worth $406K. The position accounts for 0.16% of the portfolio, ranked #109.

IVC Wealth Advisors first reported a position in SCHC in Q1 2022 and has held it in 17 quarters since. 88 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

IVC Wealth Advisors held 8,440 shares of Schwab International Small-Cap Equity ETF worth $406K as of Q2 2026.
IVC Wealth Advisors bought 613 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $30.4K.
Schwab International Small-Cap Equity ETF made up 0.16% of IVC Wealth Advisors's portfolio in Q2 2026, its #109 holding.
IVC Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and has held it in 17 quarters since.
88 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.