Wealth Enhancement Advisory Services
SCHC icon

Wealth Enhancement Advisory Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.34M Sell
171,272
-7,094
-4% -$352K 0.01% 811
2026
Q1 		$7.47M Sell
178,366
-83,447
-32% -$4.04M 0.02% 707
2025
Q4 		$12.2M Sell
261,813
-2,308
-0.9% -$105K 0.02% 624
2025
Q3 		$12.1M Sell
264,121
-2,912
-1% -$128K 0.02% 588
2025
Q2 		$11.4M Sell
267,033
-36,923
-12% -$1.43M 0.02% 588
2025
Q1 		$10.9M Sell
303,956
-265,320
-47% -$9.47M 0.02% 556
2024
Q4 		$19.5M Sell
569,276
-15,950
-3% -$581K 0.04% 376
2024
Q3 		$22.5M Sell
585,226
-11,019
-2% -$406K 0.05% 330
2024
Q2 		$21.2M Sell
596,245
-73,781
-11% -$2.63M 0.05% 319
2024
Q1 		$24M Sell
670,026
-76,699
-10% -$2.64M 0.06% 284
2023
Q4 		$26.1M Sell
746,725
-21,382
-3% -$694K 0.08% 248
2023
Q3 		$24.8M Buy
768,107
+240,489
+46% +$8.15M 0.08% 239
2023
Q2 		$17.8M Sell
527,618
-2,211,639
-81% -$74.8M 0.19% 60
2023
Q1 		$92.3M Buy
2,739,257
+35,098
+1% +$1.17M 1.08% 20
2022
Q4 		$92.2M Buy
2,704,159
+217,483
+9% +$6.63M 1.19% 20
2022
Q3 		$69.8M Buy
2,486,676
+114,194
+5% +$3.6M 1% 23
2022
Q2 		$74.3M Buy
2,372,482
+334,441
+16% +$11.6M 1.04% 22
2022
Q1 		$78.4M Buy
2,038,041
+17,290
+0.9% +$662K 1.06% 22
2021
Q4 		$77.7M Buy
2,020,751
+115,430
+6% +$4.81M 1.12% 23
2021
Q3 		$82.4M Buy
1,905,321
+32,047
+2% +$1.36M 1.21% 17
2021
Q2 		$78.1M Buy
1,873,274
+109,722
+6% +$4.58M 1.26% 18
2021
Q1 		$71.3M Sell
1,763,552
-155,757
-8% -$6.07M 1.3% 17
2020
Q4 		$72.8M Buy
1,919,309
+65,072
+4% +$2.27M 1.65% 14
2020
Q3 		$63M Sell
1,854,237
-31,473
-2% -$1.01M 1.65% 14
2020
Q2 		$59.4M Sell
1,885,710
-506,511
-21% -$14M 1.7% 14
2020
Q1 		$63.9M Sell
2,392,221
-1,088,029
-31% -$33.5M 2.28% 11
2019
Q4 		$121M Buy
3,480,250
+269,220
+8% +$8.98M 4.26% 7
2019
Q3 		$103M Buy
3,211,030
+155,457
+5% +$4.95M 4.16% 7
2019
Q2 		$98.9M Buy
3,055,573
+695,421
+29% +$22.5M 4.36% 7
2019
Q1 		$78.4M Buy
2,360,152
+453,168
+24% +$14.3M 4.43% 6
2018
Q4 		$59.2M Sell
1,906,984
-376,605
-16% -$12M 3.74% 7
2018
Q3 		$72.4M Buy
2,283,589
+283,431
+14% +$10.1M 4.36% 7
2018
Q2 		$72.7M Buy
2,000,158
+144,463
+8% +$5.34M 4.48% 6
2018
Q1 		$68.7M Buy
1,855,695
+187,337
+11% +$6.96M 4.61% 6
2017
Q4 		$63.5M Buy
1,668,358
+211,912
+15% +$7.67M 4.5% 6
2017
Q3 		$52.1M Buy
1,456,446
+105,347
+8% +$3.65M 4.32% 6
2017
Q2 		$45M Buy
1,351,099
+138,834
+11% +$4.54M 4.17% 7
2017
Q1 		$37.8M Buy
1,212,265
+283,943
+31% +$8.67M 4.02% 7
2016
Q4 		$27M Buy
928,322
+205,765
+28% +$6.08M 3.28% 9
2016
Q3 		$22.2M Buy
722,557
+134,610
+23% +$4.06M 3.31% 9
2016
Q2 		$16.9M Buy
587,947
+113,593
+24% +$3.34M 3.06% 11
2016
Q1 		$13.6M Buy
474,354
+215,572
+83% +$5.85M 2.76% 11
2015
Q4 		$7.46M Buy
258,782
+39,822
+18% +$1.18M 1.89% 17
2015
Q3 		$6.57M Buy
218,960
+37,344
+21% +$1.12M 2% 17
2015
Q2 		$5.68M Buy
181,616
+28,569
+19% +$908K 1.75% 19
2015
Q1 		$4.62M Buy
153,047
+24,663
+19% +$730K 1.77% 17
2014
Q4 		$3.7M Buy
+128,384
New +$3.84M 1.46% 20

Other funds holding SCHC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCHC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 4% in Q2 2026, selling an estimated $352K and leaving 171,272 shares worth $7.34M. The position accounts for 0.01% of the portfolio, ranked #811.

Wealth Enhancement Advisory Services first reported a position in SCHC in Q4 2014 and has held it in 47 quarters since. The position peaked at $121M in Q4 2019. 88 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 171,272 shares of Schwab International Small-Cap Equity ETF worth $7.34M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 7,094 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $352K.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #811 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab International Small-Cap Equity ETF in Q4 2014 and has held it in 47 quarters since.
  • Wealth Enhancement Advisory Services's Schwab International Small-Cap Equity ETF position peaked at $121M in Q4 2019.
  • 88 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.