Cerity Partners
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Cerity Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Cerity Partners’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 		$3.88M Sell
80,598
-10,360
-11% -$514K ﹤0.01% 1222
2026
Q1 		$4.25M Sell
90,958
-5
-0% -$242 0.01% 1089
2025
Q4 		$4.14M Sell
90,963
-147
-0.2% -$6.66K 0.01% 1012
2025
Q3 		$4.15M Sell
91,110
-2,766
-3% -$121K 0.01% 942
2025
Q2 		$4M Buy
93,876
+1,966
+2% +$76.2K 0.01% 910
2025
Q1 		$3.3M Buy
91,910
+4,507
+5% +$161K 0.01% 904
2024
Q4 		$3M Sell
87,403
-7,416
-8% -$270K 0.01% 931
2024
Q3 		$3.65M Buy
94,819
+80,553
+565% +$2.97M 0.01% 839
2024
Q2 		$508K Buy
14,266
+5,503
+63% +$196K ﹤0.01% 1540
2024
Q1 		$314K Sell
8,763
-3,366,809
-100% -$116M ﹤0.01% 1839
2023
Q4 		$376K Buy
3,375,572
+3,278,527
+3,378% +$106M ﹤0.01% 1405
2023
Q3 		$3.13M Sell
97,045
-13,536
-12% -$459K 0.02% 499
2023
Q2 		$3.73M Buy
110,581
+92,890
+525% +$3.14M 0.01% 569
2023
Q1 		$596K Buy
17,691
+1,924
+12% +$64.2K ﹤0.01% 1212
2022
Q4 		$496K Sell
15,767
-13,336
-46% -$406K ﹤0.01% 956
2022
Q3 		$807K Sell
29,103
-4,741
-14% -$149K 0.01% 563
2022
Q2 		$1.04M Sell
33,844
-23,445
-41% -$812K 0.01% 539
2022
Q1 		$2.17M Sell
57,289
-114,591
-67% -$4.39M 0.03% 317
2021
Q4 		$7.03M Buy
171,880
+146,107
+567% +$6.09M 0.11% 162
2021
Q3 		$1.07M Sell
25,773
-352
-1% -$15K 0.02% 351
2021
Q2 		$1.09M Sell
26,125
-958
-4% -$40K 0.02% 354
2021
Q1 		$1.07M Sell
27,083
-464
-2% -$18.1K 0.03% 340
2020
Q4 		$1.04M Buy
27,547
+19,771
+254% +$690K 0.03% 303
2020
Q3 		$253K Buy
+7,776
New +$248K 0.01% 429
2020
Q1 		– Sell
-6,455
Closed -$224K – 507
2019
Q4 		$224K Sell
6,455
-2,151
-25% -$71.7K 0.01% 486
2019
Q3 		$274K Sell
8,606
-8,264
-49% -$263K 0.02% 407
2019
Q2 		$550K Buy
+16,870
New +$547K 0.03% 303

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Cerity Partners's SCHC Position: Q2 2026 in Review

Cerity Partners reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 11% in Q2 2026, selling an estimated $514K and leaving 80,598 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Cerity Partners first reported a position in SCHC in Q2 2019 and has held it in 27 quarters since. The position peaked at $7.03M in Q4 2021. 522 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Cerity Partners held 80,598 shares of Schwab International Small-Cap Equity ETF worth $3.88M as of Q2 2026.
  • Cerity Partners sold 10,360 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $514K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1222 holding.
  • Cerity Partners first reported a position in Schwab International Small-Cap Equity ETF in Q2 2019 and has held it in 27 quarters since.
  • Cerity Partners's Schwab International Small-Cap Equity ETF position peaked at $7.03M in Q4 2021.
  • 522 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.