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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
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

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Tempus Wealth Planning's SCHC Position: Q2 2026 in Review

Tempus Wealth Planning increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 5.6% in Q2 2026, buying an estimated $58.7K and bringing the position to 22,193 shares worth $1.07M. The position accounts for 0.21% of the portfolio, ranked #122.

Tempus Wealth Planning first reported a position in SCHC in Q4 2022 and has held it in 15 quarters since. 520 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Tempus Wealth Planning held 22,193 shares of Schwab International Small-Cap Equity ETF worth $1.07M as of Q2 2026.
  • Tempus Wealth Planning bought 1,184 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $58.7K.
  • Schwab International Small-Cap Equity ETF made up 0.21% of Tempus Wealth Planning's portfolio in Q2 2026, its #122 holding.
  • Tempus Wealth Planning first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 520 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.