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

Life Planning Partners’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 		$497K Hold
10,338
– – 0.37% 45
2026
Q1 		$483K Hold
10,338
– – 0.37% 43
2025
Q4 		$471K Hold
10,338
– – 0.36% 46
2025
Q3 		$470K Hold
10,338
– – 0.34% 46
2025
Q2 		$440K Sell
10,338
-600
-5% -$23.2K 0.35% 44
2025
Q1 		$392K Hold
10,938
– – 0.36% 44
2024
Q4 		$376K Hold
10,938
– – 0.35% 43
2024
Q3 		$421K Sell
10,938
-557
-5% -$20.5K 0.38% 42
2024
Q2 		$409K Sell
11,495
-300
-3% -$10.7K 0.37% 43
2024
Q1 		$422K Sell
11,795
-64
-0.5% -$2.2K 0.42% 43
2023
Q4 		$414K Buy
+11,859
New +$385K 0.41% 43
2022
Q3 		$327K Hold
11,795
– – 0.37% 40
2022
Q2 		$368K Hold
11,795
– – 0.41% 38
2022
Q1 		$448K Buy
11,795
+1,495
+15% +$57.2K 0.46% 36
2021
Q4 		$421K Buy
+10,300
New +$430K 0.42% 37

Other funds holding SCHC

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Life Planning Partners's SCHC Position: Q2 2026 in Review

Life Planning Partners held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 10,338 shares worth $497K. The position accounts for 0.37% of the portfolio, ranked #45.

Life Planning Partners first reported a position in SCHC in Q4 2021 and has held it in 15 quarters since. 286 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Life Planning Partners held 10,338 shares of Schwab International Small-Cap Equity ETF worth $497K as of Q2 2026.
  • Life Planning Partners left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.37% of Life Planning Partners's portfolio in Q2 2026, its #45 holding.
  • Life Planning Partners first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 15 quarters since.
  • 286 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.