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

Seaside 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 Q1	$360K	Hold	7,696	–	–	0.1%	48
2025 Q4	$350K	Sell	7,696 -94	-1%	-$4.26K	0.1%	48
2025 Q3	$355K	Sell	7,790 -67	-0.9%	-$2.94K	0.11%	49
2025 Q2	$335K	Sell	7,857 -257	-3%	-$9.96K	0.11%	49
2025 Q1	$291K	Sell	8,114 -413	-5%	-$14.7K	0.1%	46
2024 Q4	$293K	Sell	8,527 -370	-4%	-$13.5K	0.11%	44
2024 Q3	$343K	Sell	8,897 -831	-9%	-$30.6K	0.13%	42
2024 Q2	$346K	Sell	9,728 -88	-0.9%	-$3.14K	0.14%	41
2024 Q1	$351K	Sell	9,816 -196	-2%	-$6.74K	0.15%	36
2023 Q4	$349K	Sell	10,012 -585	-6%	-$19K	0.16%	36
2023 Q3	$342K	Sell	10,597 -709	-6%	-$24K	0.17%	35
2023 Q2	$382K	Sell	11,306 -112,898	-91%	-$3.82M	0.2%	33
2023 Q1	$4.18M	Buy	124,204 +6,939	+6%	+$232K	2.54%	10
2022 Q4	$3.69M	Buy	117,265 +5,828	+5%	+$178K	2.44%	11
2022 Q3	$3.24M	Buy	111,437 +16,542	+17%	+$521K	2.24%	11
2022 Q2	$3.17M	Buy	+94,895	New	+$3.29M	2.4%	11

Other funds holding SCHC

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return