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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
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

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SL
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
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return