Stone Summit Wealth
SCHC icon

Stone Summit Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Stone Summit Wealth’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 		$3.18M Buy
63,975
+5,927
+10% +$295K 0.86% 37
2026
Q2 		$2.79M Buy
58,048
+2,666
+5% +$132K 0.71% 41
2026
Q1 		$2.59M Buy
55,382
+7,469
+16% +$361K 0.72% 43
2025
Q4 		$2.18M Buy
47,913
+3,909
+9% +$177K 0.59% 50
2025
Q3 		$2M Buy
44,004
+599
+1% +$26.3K 0.57% 52
2025
Q2 		$1.85M Sell
43,405
-268
-0.6% -$10.4K 0.57% 55
2025
Q1 		$1.57M Buy
43,673
+1,224
+3% +$43.7K 0.53% 60
2024
Q4 		$1.46M Buy
42,449
+771
+2% +$28.1K 0.49% 59
2024
Q3 		$1.61M Buy
41,678
+2,550
+7% +$93.9K 0.52% 60
2024
Q2 		$1.39M Sell
39,128
-298
-0.8% -$10.6K 0.5% 59
2024
Q1 		$1.41M Buy
39,426
+3,900
+11% +$134K 0.49% 62
2023
Q4 		$1.24M Buy
35,526
+3,462
+11% +$112K 0.48% 65
2023
Q3 		$1.03M Buy
32,064
+2,400
+8% +$81.3K 0.44% 68
2023
Q2 		$1M Buy
29,664
+2,729
+10% +$92.3K 0.42% 69
2023
Q1 		$908K Buy
26,935
+1,862
+7% +$62.1K 0.4% 68
2022
Q4 		$789K Sell
25,073
-551
-2% -$16.8K 0.39% 74
2022
Q3 		$710K Sell
25,624
-387
-1% -$12.2K 0.44% 65
2022
Q2 		$813K Buy
26,011
+569
+2% +$19.7K 0.49% 64
2022
Q1 		$973K Buy
25,442
+744
+3% +$28.5K 0.55% 57
2021
Q4 		$1.01M Buy
+24,698
New +$1.03M 0.82% 47

Other funds holding SCHC

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Arnold Financial Planning
Arnold Financial Planning Hiawatha, Iowa $147M AUM 10.13% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Stone Summit Wealth's SCHC Position: Q3 2026 in Review

Stone Summit Wealth increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 10% in Q3 2026, buying an estimated $295K and bringing the position to 63,975 shares worth $3.18M. The position accounts for 0.86% of the portfolio, ranked #37.

Stone Summit Wealth first reported a position in SCHC in Q4 2021 and has held it in 20 quarters since. 105 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

  • Stone Summit Wealth held 63,975 shares of Schwab International Small-Cap Equity ETF worth $3.18M as of Q3 2026.
  • Stone Summit Wealth bought 5,927 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $295K.
  • Schwab International Small-Cap Equity ETF made up 0.86% of Stone Summit Wealth's portfolio in Q3 2026, its #37 holding.
  • Stone Summit Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • 105 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.