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

Lantz 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 Q3	$549K	Sell	11,046 -287	-3%	-$14.3K	0.1%	171
2026 Q2	$545K	Hold	11,333	–	–	0.1%	169
2026 Q1	$530K	Sell	11,333 -75	-0.7%	-$3.63K	0.11%	161
2025 Q4	$519K	Hold	11,408	–	–	0.11%	160
2025 Q3	$519K	Hold	11,408	–	–	0.11%	157
2025 Q2	$486K	Sell	11,408 -120	-1%	-$4.65K	0.12%	144
2025 Q1	$414K	Hold	11,528	–	–	0.11%	151
2024 Q4	$396K	Sell	11,528 -367	-3%	-$13.4K	0.11%	159
2024 Q3	$458K	Buy	11,895 +397	+3%	+$14.6K	0.12%	143
2024 Q2	$409K	Sell	11,498 -121	-1%	-$4.31K	0.13%	141
2024 Q1	$416K	Sell	11,619 -586	-5%	-$20.2K	0.13%	140
2023 Q4	$426K	Sell	12,205 -3,650	-23%	-$118K	0.15%	131
2023 Q3	$511K	Buy	15,855 +2,000	+14%	+$67.8K	0.2%	105
2023 Q2	$468K	Hold	13,855	–	–	0.18%	114
2023 Q1	$467K	Buy	13,855 +520	+4%	+$17.4K	0.19%	112
2022 Q4	$420K	Buy	+13,335	New	+$406K	0.19%	114
2020 Q1	–	Sell	-12,781	Closed	-$443K	–	124
2019 Q4	$443K	Hold	12,781	–	–	0.26%	85
2019 Q3	$399K	Sell	12,781 -767	-6%	-$24.4K	0.27%	86
2019 Q2	$445K	Sell	13,548 -750	-5%	-$24.3K	0.3%	83
2019 Q1	$461K	Buy	+14,298	New	+$451K	0.33%	73

Other funds holding SCHC

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Lantz Financial's SCHC Position: Q3 2026 in Review

Lantz Financial reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.5% in Q3 2026, selling an estimated $14.3K and leaving 11,046 shares worth $549K. The position accounts for 0.1% of the portfolio, ranked #171.

Lantz Financial first reported a position in SCHC in Q1 2019 and has held it in 20 quarters since. 199 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Lantz Financial held 11,046 shares of Schwab International Small-Cap Equity ETF worth $549K as of Q3 2026.
Lantz Financial sold 287 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $14.3K.
Schwab International Small-Cap Equity ETF made up 0.1% of Lantz Financial's portfolio in Q3 2026, its #171 holding.
Lantz Financial first reported a position in Schwab International Small-Cap Equity ETF in Q1 2019 and has held it in 20 quarters since.
199 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.