Creative Planning
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Creative Planning’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Creative 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
2026
Q1 		$137M Buy
2,938,971
+1,684,044
+134% +$81.4M 0.09% 100
2025
Q4 		$57.1M Buy
1,254,927
+22,005
+2% +$997K 0.04% 185
2025
Q3 		$56.1M Sell
1,232,922
-86
-0% -$3.78K 0.04% 169
2025
Q2 		$52.5M Sell
1,233,008
-70,683
-5% -$2.74M 0.04% 164
2025
Q1 		$46.8M Sell
1,303,691
-19,717
-1% -$704K 0.04% 169
2024
Q4 		$45.4M Sell
1,323,408
-43,854
-3% -$1.6M 0.04% 162
2024
Q3 		$52.7M Sell
1,367,262
-26,319
-2% -$969K 0.05% 134
2024
Q2 		$49.6M Sell
1,393,581
-12,279
-0.9% -$438K 0.05% 132
2024
Q1 		$50.3M Sell
1,405,860
-34,229
-2% -$1.18M 0.06% 130
2023
Q4 		$50.2M Buy
1,440,089
+22,636
+2% +$734K 0.09% 123
2023
Q3 		$45.7M Sell
1,417,453
-66,233
-4% -$2.24M 0.06% 132
2023
Q2 		$50.1M Buy
1,483,686
+16,614
+1% +$562K 0.07% 114
2023
Q1 		$49.5M Buy
1,467,072
+2,742
+0.2% +$91.5K 0.07% 116
2022
Q4 		$46.1M Sell
1,464,330
-10,513
-0.7% -$320K 0.07% 119
2022
Q3 		$40.9M Sell
1,474,843
-19,780
-1% -$623K 0.07% 111
2022
Q2 		$46.7M Sell
1,494,623
-35,720
-2% -$1.24M 0.08% 112
2022
Q1 		$58.1M Buy
1,530,343
+18,471
+1% +$707K 0.09% 99
2021
Q4 		$61.9M Sell
1,511,872
-4,489
-0.3% -$187K 0.1% 79
2021
Q3 		$63M Buy
1,516,361
+59,382
+4% +$2.52M 0.11% 73
2021
Q2 		$60.6M Sell
1,456,979
-13,689
-0.9% -$571K 0.11% 77
2021
Q1 		$58M Sell
1,470,668
-12,390
-0.8% -$483K 0.12% 75
2020
Q4 		$55.8M Buy
1,483,058
+205,931
+16% +$7.19M 0.12% 73
2020
Q3 		$41.5M Buy
1,277,127
+146,971
+13% +$4.7M 0.11% 78
2020
Q2 		$33.4M Buy
1,130,156
+204,289
+22% +$5.64M 0.1% 83
2020
Q1 		$22.6M Buy
925,867
+604,077
+188% +$18.6M 0.08% 101
2019
Q4 		$11.2M Buy
321,790
+158,521
+97% +$5.29M 0.03% 175
2019
Q3 		$5.19M Buy
163,269
+38,835
+31% +$1.24M 0.02% 277
2019
Q2 		$4.06M Buy
124,434
+87,848
+240% +$2.85M 0.01% 328
2019
Q1 		$1.18M Buy
36,586
+13,540
+59% +$427K ﹤0.01% 667
2018
Q4 		$671K Buy
23,046
+2,998
+15% +$95.5K ﹤0.01% 827
2018
Q3 		$715K Sell
20,048
-344
-2% -$12.3K ﹤0.01% 906
2018
Q2 		$736K Buy
20,392
+3,422
+20% +$126K ﹤0.01% 895
2018
Q1 		$620K Buy
16,970
+898
+6% +$33.4K ﹤0.01% 977
2017
Q4 		$589K Buy
16,072
+2,879
+22% +$104K ﹤0.01% 979
2017
Q3 		$473K Buy
13,193
+731
+6% +$25.4K ﹤0.01% 1079
2017
Q2 		$419K Buy
12,462
+4,724
+61% +$155K ﹤0.01% 1101
2017
Q1 		$242K Sell
7,738
-434
-5% -$13.2K ﹤0.01% 1377
2016
Q4 		$238K Buy
8,172
+2,586
+46% +$76.4K ﹤0.01% 1319
2016
Q3 		$172K Buy
5,586
+4,091
+274% +$123K ﹤0.01% 1485
2016
Q2 		$43K Buy
1,495
+740
+98% +$21.8K ﹤0.01% 2250
2016
Q1 		$22K Buy
755
+56
+8% +$1.52K ﹤0.01% 2698
2015
Q4 		$20K Buy
699
+42
+6% +$1.24K ﹤0.01% 2856
2015
Q3 		$19K Buy
+657
New +$19.7K ﹤0.01% 2767
2015
Q2 		– Sell
-650
Closed -$20K – 2657
2015
Q1 		$20K Buy
650
+88
+16% +$2.6K ﹤0.01% 2717
2014
Q4 		$16K Sell
562
-431
-43% -$12.9K ﹤0.01% 2820
2014
Q3 		$31K Buy
993
+452
+84% +$15K ﹤0.01% 2225
2014
Q2 		$19K Buy
+541
New +$18K ﹤0.01% 2523

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Creative Planning's SCHC Position: Q1 2026 in Review

Creative Planning increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 134% in Q1 2026, buying an estimated $81.4M and bringing the position to 2,938,971 shares worth $137M. The position accounts for 0.09% of the portfolio, ranked #100.

Creative Planning first reported a position in SCHC in Q2 2014 and has held it in 47 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Creative Planning held 2,938,971 shares of Schwab International Small-Cap Equity ETF worth $137M as of Q1 2026.
  • Creative Planning bought 1,684,044 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $81.4M.
  • Schwab International Small-Cap Equity ETF made up 0.09% of Creative Planning's portfolio in Q1 2026, its #100 holding.
  • Creative Planning first reported a position in Schwab International Small-Cap Equity ETF in Q2 2014 and has held it in 47 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.