Center for Financial Planning’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Center for Financial Planning’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
2025 Q2	–	Sell	-23	Closed	-$826	–	703
2025 Q1	$826	Buy	+23	New	+$821	﹤0.01%	651
2023 Q3	–	Sell	-3	Closed	-$102	–	564
2023 Q2	$102	Hold	3	–	–	﹤0.01%	559
2023 Q1	$102	Hold	3	–	–	﹤0.01%	523
2022 Q4	$94	Hold	3	–	–	﹤0.01%	533
2022 Q3	$0	Hold	3	–	–	﹤0.01%	679
2022 Q2	$0	Hold	3	–	–	﹤0.01%	559
2022 Q1	$0	Buy	+3	New	+$115	﹤0.01%	568
2020 Q2	–	Sell	-72	Closed	-$2K	–	549
2020 Q1	$2K	Buy	+72	New	+$2.21K	﹤0.01%	507

Other funds holding SCHC

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Center for Financial Planning's SCHC Position: Q2 2025 in Review

Center for Financial Planning sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 23 shares — an estimated $826 sold.

Center for Financial Planning first reported a position in SCHC in Q1 2020 and held it in 8 quarters. The position peaked at $2K in Q1 2020. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

Center for Financial Planning reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 23 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $826.
Center for Financial Planning first reported a position in Schwab International Small-Cap Equity ETF in Q1 2020 and held it in 8 quarters.
Center for Financial Planning's Schwab International Small-Cap Equity ETF position peaked at $2K in Q1 2020.
441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.