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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
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 $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ML
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
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