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

Divergent 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
Q4 		$6.32M Buy
137,675
+2,750
+2% +$125K 1.61% 13
2025
Q3 		$6.21M Buy
134,925
+4,021
+3% +$177K 1.65% 13
2025
Q2 		$5.56M Buy
+130,904
New +$5.07M 1.64% 13

Other funds holding SCHC

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Divergent Planning's SCHC Position: Q4 2025 in Review

Divergent Planning increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 2% in Q4 2025, buying an estimated $125K and bringing the position to 137,675 shares worth $6.32M. The position accounts for 1.61% of the portfolio, ranked #13.

Divergent Planning first reported a position in SCHC in Q2 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold SCHC as of Q4 2025.

  • Divergent Planning held 137,675 shares of Schwab International Small-Cap Equity ETF worth $6.32M as of Q4 2025.
  • Divergent Planning bought 2,750 Schwab International Small-Cap Equity ETF shares in Q4 2025, an estimated $125K.
  • Schwab International Small-Cap Equity ETF made up 1.61% of Divergent Planning's portfolio in Q4 2025, its #13 holding.
  • Divergent Planning first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.