Litman Gregory Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Litman Gregory Wealth Management’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	$24.4K	Buy	+535	New	+$24.2K	﹤0.01%	261
2021 Q2	–	Sell	-535	Closed	-$21K	–	166
2021 Q1	$21K	Hold	535	–	–	﹤0.01%	132
2020 Q4	$20K	Hold	535	–	–	﹤0.01%	131
2020 Q3	$17K	Hold	535	–	–	﹤0.01%	126
2020 Q2	$16K	Hold	535	–	–	﹤0.01%	120
2020 Q1	$13K	Sell	535 -1,769	-77%	-$54.4K	﹤0.01%	115
2019 Q4	$80K	Buy	+2,304	New	+$76.8K	0.02%	81

Other funds holding SCHC

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Litman Gregory Wealth Management's SCHC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q4 2025: 535 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in SCHC as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in SCHC in Q4 2019 and has held it in 7 quarters since. The position peaked at $80K in Q4 2019. 495 funds tracked by Wall St. Rank hold SCHC as of Q4 2025.

Litman Gregory Wealth Management held 535 shares of Schwab International Small-Cap Equity ETF worth $24.4K as of Q4 2025.
Schwab International Small-Cap Equity ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #261 holding.
Litman Gregory Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and has held it in 7 quarters since.
Litman Gregory Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $80K in Q4 2019.
495 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.