WPC
SCHC icon

Wedmont Private Capital’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Wedmont Private Capital’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 		$7.09M Sell
146,761
-4,310
-3% -$214K 0.19% 69
2026
Q1 		$7.44M Buy
151,071
+56
+0% +$2.71K 0.24% 61
2025
Q4 		$7.05M Sell
151,015
-2,094
-1% -$94.9K 0.24% 57
2025
Q3 		$6.99M Sell
153,109
-205
-0.1% -$9K 0.26% 54
2025
Q2 		$6.58M Buy
153,314
+1,330
+0.9% +$51.5K 0.28% 50
2025
Q1 		$5.38M Buy
151,984
+9,723
+7% +$347K 0.28% 55
2024
Q4 		$4.8M Buy
142,261
+28,957
+26% +$1.05M 0.25% 55
2024
Q3 		$4.29M Buy
113,304
+1,671
+1% +$61.5K 0.24% 58
2024
Q2 		$4.15M Sell
111,633
-125
-0.1% -$4.46K 0.26% 55
2024
Q1 		$4M Buy
111,758
+16
+0% +$550 0.29% 50
2023
Q4 		$3.85M Buy
111,742
+4,965
+5% +$161K 0.31% 46
2023
Q3 		$3.38M Buy
106,777
+8,324
+8% +$282K 0.34% 48
2023
Q2 		$3.45M Buy
98,453
+538
+0.5% +$18.2K 0.37% 49
2023
Q1 		$3.29M Buy
97,915
+7,671
+9% +$256K 0.43% 41
2022
Q4 		$2.93M Buy
90,244
+23,729
+36% +$723K 0.44% 40
2022
Q3 		$1.85M Buy
66,515
+27,754
+72% +$874K 0.37% 40
2022
Q2 		$1.21M Buy
38,761
+2,555
+7% +$88.5K 0.26% 64
2022
Q1 		$1.39M Buy
36,206
+8,619
+31% +$330K 0.31% 55
2021
Q4 		$1.12M Buy
+27,587
New +$1.15M 0.35% 53

Other funds holding SCHC

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 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
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return