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Tempus Wealth Planning’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Tempus Wealth Planning’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 		$1.13M Buy
22,623
+430
+2% +$21.4K 0.22% 121
2026
Q2 		$1.07M Buy
22,193
+1,184
+6% +$58.7K 0.21% 122
2026
Q1 		$982K Buy
21,009
+803
+4% +$38.8K 0.23% 122
2025
Q4 		$920K Buy
20,206
+962
+5% +$43.6K 0.21% 125
2025
Q3 		$876K Buy
19,244
+1,548
+9% +$68K 0.2% 129
2025
Q2 		$754K Buy
17,696
+869
+5% +$33.7K 0.19% 128
2025
Q1 		$604K Buy
16,827
+689
+4% +$24.6K 0.18% 129
2024
Q4 		$554K Buy
16,138
+612
+4% +$22.3K 0.17% 132
2024
Q3 		$598K Sell
15,526
-67
-0.4% -$2.47K 0.22% 110
2024
Q2 		$555K Buy
15,593
+95
+0.6% +$3.39K 0.23% 102
2024
Q1 		$555K Buy
15,498
+288
+2% +$9.9K 0.24% 105
2023
Q4 		$531K Buy
15,210
+1,970
+15% +$63.9K 0.23% 100
2023
Q3 		$427K Buy
13,240
+82
+0.6% +$2.78K 0.21% 98
2023
Q2 		$444K Buy
13,158
+1,082
+9% +$36.6K 0.2% 112
2023
Q1 		$407K Buy
12,076
+2,483
+26% +$82.9K 0.2% 107
2022
Q4 		$302K Buy
+9,593
New +$292K 0.18% 129

Other funds holding SCHC

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
SSW
Stone Summit Wealth Miami, Florida $370M AUM 13.2% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Tempus Wealth Planning's SCHC Position: Q3 2026 in Review

Tempus Wealth Planning increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 1.9% in Q3 2026, buying an estimated $21.4K and bringing the position to 22,623 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #121.

Tempus Wealth Planning first reported a position in SCHC in Q4 2022 and has held it in 16 quarters since. 49 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

  • Tempus Wealth Planning held 22,623 shares of Schwab International Small-Cap Equity ETF worth $1.13M as of Q3 2026.
  • Tempus Wealth Planning bought 430 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $21.4K.
  • Schwab International Small-Cap Equity ETF made up 0.22% of Tempus Wealth Planning's portfolio in Q3 2026, its #121 holding.
  • Tempus Wealth Planning first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 49 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

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