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 Q3	$7.05M	Sell	143,716 -3,045	-2%	-$152K	0.17%	81
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Wedmont Private Capital's SCHC Position: Q3 2026 in Review

Wedmont Private Capital reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.1% in Q3 2026, selling an estimated $152K and leaving 143,716 shares worth $7.05M. The position accounts for 0.17% of the portfolio, ranked #81.

Wedmont Private Capital first reported a position in SCHC in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.44M in Q1 2026. 18 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Wedmont Private Capital held 143,716 shares of Schwab International Small-Cap Equity ETF worth $7.05M as of Q3 2026.
Wedmont Private Capital sold 3,045 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $152K.
Schwab International Small-Cap Equity ETF made up 0.17% of Wedmont Private Capital's portfolio in Q3 2026, its #81 holding.
Wedmont Private Capital first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 20 quarters since.
Wedmont Private Capital's Schwab International Small-Cap Equity ETF position peaked at $7.44M in Q1 2026.
18 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.