Johnson Financial Group Inc (Wisconsin)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-525	Closed	-$24.5K	–	925
2026 Q1	$24.5K	Hold	525	–	–	﹤0.01%	542
2025 Q4	$23.9K	Buy	+525	New	+$23.8K	﹤0.01%	570
2025 Q2	–	Sell	-399	Closed	-$14.3K	–	875
2025 Q1	$14.3K	Sell	399 -239	-37%	-$8.53K	﹤0.01%	743
2024 Q4	$22.5K	Sell	638 -151	-19%	-$5.5K	﹤0.01%	580
2024 Q3	$30.4K	Buy	789 +350	+80%	+$12.9K	﹤0.01%	565
2024 Q2	$15.7K	Hold	439	–	–	﹤0.01%	535
2024 Q1	$15.7K	Hold	439	–	–	﹤0.01%	514
2023 Q4	$15.3K	Buy	439 +376	+597%	+$12.2K	﹤0.01%	602
2023 Q3	$2.03K	Buy	+63	New	+$2.13K	﹤0.01%	602

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin)'s SCHC Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026, closing a stake of 525 shares — an estimated $24.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHC in Q3 2023 and held it in 9 quarters. The position peaked at $30.4K in Q3 2024. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 525 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $24.5K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab International Small-Cap Equity ETF in Q3 2023 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s Schwab International Small-Cap Equity ETF position peaked at $30.4K in Q3 2024.
519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.