Klingman & Associates’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Klingman & Associates’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 Q3	$736K	Hold	14,799	–	–	0.03%	174
2026 Q2	$712K	Buy	14,799 +13	+0.1%	+$645	0.03%	170
2026 Q1	$691K	Sell	14,786 -7,202	-33%	-$348K	0.03%	165
2025 Q4	$1M	Buy	+21,988	New	+$996K	0.05%	132

Other funds holding SCHC

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Klingman & Associates's SCHC Position: Q3 2026 in Review

Klingman & Associates held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q3 2026 at 14,799 shares worth $736K. The position accounts for 0.03% of the portfolio, ranked #174.

Klingman & Associates first reported a position in SCHC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1M in Q4 2025. 259 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Klingman & Associates held 14,799 shares of Schwab International Small-Cap Equity ETF worth $736K as of Q3 2026.
Klingman & Associates left its Schwab International Small-Cap Equity ETF share count unchanged in Q3 2026.
Schwab International Small-Cap Equity ETF made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #174 holding.
Klingman & Associates first reported a position in Schwab International Small-Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
Klingman & Associates's Schwab International Small-Cap Equity ETF position peaked at $1M in Q4 2025.
259 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.