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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
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

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
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
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
State Street
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

Klingman & Associates's SCHC Position: Q2 2026 in Review

Klingman & Associates increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.09% in Q2 2026, buying an estimated $645 and bringing the position to 14,799 shares worth $712K. The position accounts for 0.03% of the portfolio, ranked #170.

Klingman & Associates first reported a position in SCHC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1M in Q4 2025. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Klingman & Associates held 14,799 shares of Schwab International Small-Cap Equity ETF worth $712K as of Q2 2026.
  • Klingman & Associates bought 13 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $645.
  • Schwab International Small-Cap Equity ETF made up 0.03% of Klingman & Associates's portfolio in Q2 2026, its #170 holding.
  • Klingman & Associates first reported a position in Schwab International Small-Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Klingman & Associates's Schwab International Small-Cap Equity ETF position peaked at $1M in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.