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

Upper Left 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
Q3 		$1.69M Sell
33,894
-63,596
-65% -$3.17M 0.87% 26
2026
Q2 		$4.69M Buy
97,490
+2,039
+2% +$101K 2.6% 16
2026
Q1 		$4.46M Sell
95,451
-2,901
-3% -$140K 2.63% 15
2025
Q4 		$4.48M Sell
98,352
-1,859
-2% -$84.2K 2.73% 16
2025
Q3 		$4.56M Sell
100,211
-6,453
-6% -$283K 2.86% 14
2025
Q2 		$4.54M Buy
106,664
+8,802
+9% +$341K 3.03% 14
2025
Q1 		$3.51M Sell
97,862
-1,587
-2% -$56.7K 2.52% 21
2024
Q4 		$3.41M Sell
99,449
-7
-0% -$255 2.92% 13
2024
Q3 		$3.75M Buy
99,456
+18,309
+23% +$674K 3.28% 11
2024
Q2 		$2.89M Buy
81,147
+5,081
+7% +$181K 2.61% 19
2024
Q1 		$2.72M Sell
76,066
-638
-0.8% -$21.9K 2.52% 19
2023
Q4 		$2.68M Buy
76,704
+3,591
+5% +$117K 2.62% 16
2023
Q3 		$2.36M Sell
73,113
-1,289
-2% -$43.7K 2.45% 16
2023
Q2 		$2.51M Sell
74,402
-420
-0.6% -$14.2K 2.79% 16
2023
Q1 		$2.52M Sell
74,822
-800
-1% -$26.7K 2.86% 15
2022
Q4 		$2.38M Sell
75,622
-6,628
-8% -$202K 2.81% 14
2022
Q3 		$2.34M Sell
82,250
-23,116
-22% -$728K 3.04% 13
2022
Q2 		$3.29M Sell
105,366
-2,153
-2% -$74.6K 3.81% 10
2022
Q1 		$4.11M Sell
107,519
-4,214
-4% -$161K 4.26% 6
2021
Q4 		$4.61M Buy
+111,733
New +$4.66M 4.61% 6

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
WCFP
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 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
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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Upper Left Wealth Management's SCHC Position: Q3 2026 in Review

Upper Left Wealth Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 65% in Q3 2026, selling an estimated $3.17M and leaving 33,894 shares worth $1.69M. The position accounts for 0.87% of the portfolio, ranked #26.

Upper Left Wealth Management first reported a position in SCHC in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.69M in Q2 2026. 84 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

  • Upper Left Wealth Management held 33,894 shares of Schwab International Small-Cap Equity ETF worth $1.69M as of Q3 2026.
  • Upper Left Wealth Management sold 63,596 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $3.17M.
  • Schwab International Small-Cap Equity ETF made up 0.87% of Upper Left Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Upper Left Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $4.69M in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.