Brooklyn FI’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Brooklyn FI’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	$11.4M	Buy	244,602 +26,364	+12%	+$1.27M	2.4%	14
2025 Q4	$9.94M	Buy	218,238 +17,506	+9%	+$793K	2.13%	17
2025 Q3	$9.18M	Buy	200,732 +82,101	+69%	+$3.61M	2.06%	16
2025 Q2	$5.05M	Buy	118,631 +5,299	+5%	+$205K	1.3%	24
2025 Q1	$4.07M	Buy	113,332 +14,621	+15%	+$522K	1.25%	23
2024 Q4	$3.39M	Buy	98,711 +4,279	+5%	+$156K	1.13%	25
2024 Q3	$3.64M	Sell	94,432 -204	-0.2%	-$7.51K	1.28%	24
2024 Q2	$3.37M	Sell	94,636 -15,305	-14%	-$546K	1.32%	23
2024 Q1	$3.94M	Sell	109,941 -433	-0.4%	-$14.9K	1.62%	20
2023 Q4	$3.85M	Buy	110,374 +51,675	+88%	+$1.68M	1.81%	20
2023 Q3	$1.89M	Sell	58,699 -5,211	-8%	-$177K	1.02%	22
2023 Q2	$2.16M	Buy	63,910 +33,757	+112%	+$1.14M	1.18%	21
2023 Q1	$1.23M	Buy	30,153 +21,556	+251%	+$719K	1.15%	18
2022 Q4	$1.94M	Sell	8,597 -56,801	-87%	-$1.73M	1.39%	19
2022 Q3	$1.81M	Buy	65,398 +54,116	+480%	+$1.7M	1.55%	17
2022 Q2	$2.06M	Sell	11,282 -77,312	-87%	-$2.68M	2.03%	14
2022 Q1	$3.36M	Buy	88,594 +58,441	+194%	+$2.24M	2.91%	13
2021 Q4	$1.23M	Buy	+30,153	New	+$1.26M	1.16%	19

Other funds holding SCHC

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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