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DHJJ Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

DHJJ Financial Advisors’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 		$20.6K Buy
440
+81
+23% +$3.92K 0.01% 526
2025
Q4 		$16.4K Buy
359
+3
+0.8% +$136 0.01% 520
2025
Q3 		$16.2K Hold
356
– – 0.01% 506
2025
Q2 		$15.2K Hold
356
– – 0.01% 508
2025
Q1 		$12.8K Hold
356
– – 0.01% 478
2024
Q4 		$12.2K Buy
356
+3
+0.8% +$109 ﹤0.01% 475
2024
Q3 		$13.6K Hold
353
– – 0.01% 461
2024
Q2 		$12.6K Sell
353
-79
-18% -$2.82K 0.01% 432
2024
Q1 		$15.5K Sell
432
-25
-5% -$860 0.01% 394
2023
Q4 		$15.9K Buy
457
+2
+0.4% +$65 0.01% 383
2023
Q3 		$14.7K Buy
+455
New +$15.4K 0.01% 391

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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