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

Sax 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 		$320K Buy
6,855
+38
+0.6% +$1.89K 0.01% 433
2026
Q1 		$310K Hold
6,817
– – 0.02% 375
2025
Q4 		$310K Buy
6,817
+17
+0.3% +$770 0.01% 385
2025
Q3 		$309K Hold
6,800
– – 0.02% 343
2025
Q2 		$290K Hold
6,800
– – 0.02% 344
2025
Q1 		$244K Hold
6,800
– – 0.02% 321
2024
Q4 		$233K Hold
6,800
– – 0.02% 304
2024
Q3 		$262K Buy
+6,800
New +$250K 0.02% 237
2024
Q2 		– Sell
-6,800
Closed -$243K – 282
2024
Q1 		$243K Hold
6,800
– – 0.03% 164
2023
Q4 		$237K Sell
6,800
-3
-0% -$97 0.04% 166
2023
Q3 		$219K Hold
6,803
– – 0.04% 168
2023
Q2 		$230K Hold
6,803
– – 0.05% 154
2023
Q1 		$229K Hold
6,803
– – 0.05% 156
2022
Q4 		$214K Buy
+6,803
New +$207K 0.05% 153
2022
Q3 		– Sell
-6,803
Closed -$212K – 168
2022
Q2 		$212K Hold
6,803
– – 0.05% 153
2022
Q1 		$258K Sell
6,803
-20
-0.3% -$765 0.06% 147
2021
Q4 		$279K Buy
+6,823
New +$285K 0.06% 149

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
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
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return