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Plante Moran Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Plante Moran Financial Advisors’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 		$92K Buy
1,912
+1,683
+735% +$83.5K ﹤0.01% 257
2026
Q1 		$10.7K Hold
229
– – ﹤0.01% 508
2025
Q4 		$10.4K Sell
229
-149
-39% -$6.75K ﹤0.01% 551
2025
Q3 		$17.2K Hold
378
– – ﹤0.01% 488
2025
Q2 		$16.1K Hold
378
– – ﹤0.01% 501
2025
Q1 		$13.6K Hold
378
– – ﹤0.01% 528
2024
Q4 		$13K Sell
378
-364
-49% -$13.3K ﹤0.01% 545
2024
Q3 		$28.6K Hold
742
– – ﹤0.01% 470
2024
Q2 		$26.4K Buy
742
+346
+87% +$12.3K ﹤0.01% 433
2024
Q1 		$14.2K Buy
396
+93
+31% +$3.2K ﹤0.01% 554
2023
Q4 		$10.6K Buy
303
+266
+719% +$8.63K ﹤0.01% 549
2023
Q3 		$1.19K Buy
+37
New +$1.25K ﹤0.01% 682
2023
Q1 		– Sell
-2,235
Closed -$70.3K – 888
2022
Q4 		$70.3K Buy
2,235
+2,208
+8,178% +$67.3K 0.01% 275
2022
Q3 		$1K Buy
+27
New +$850 ﹤0.01% 827
2022
Q2 		– Sell
-230
Closed -$9K – 1042
2022
Q1 		$9K Sell
230
-54
-19% -$2.07K ﹤0.01% 615
2021
Q4 		$12K Hold
284
– – ﹤0.01% 665
2021
Q3 		$12K Hold
284
– – ﹤0.01% 665
2021
Q2 		$12K Hold
284
– – ﹤0.01% 657
2021
Q1 		$11K Buy
+284
New +$11.1K ﹤0.01% 637
2020
Q1 		– Sell
-4,227
Closed -$146K – 819
2019
Q4 		$146K Hold
4,227
– – 0.05% 195
2019
Q3 		$134K Buy
+4,227
New +$135K 0.04% 209
2019
Q1 		– Sell
-41
Closed -$1K – 915
2018
Q4 		$1K Sell
41
-133
-76% -$4.24K ﹤0.01% 828
2018
Q3 		$6K Buy
+174
New +$6.22K ﹤0.01% 574
2018
Q2 		– Sell
-271
Closed -$10K – 949
2018
Q1 		$10K Hold
271
– – 0.01% 610
2017
Q4 		$10K Hold
271
– – 0.01% 598
2017
Q3 		$10K Buy
+271
New +$9.4K 0.01% 545

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

Plante Moran Financial Advisors's SCHC Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 735% in Q2 2026, buying an estimated $83.5K and bringing the position to 1,912 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Plante Moran Financial Advisors first reported a position in SCHC in Q3 2017 and has held it in 26 quarters since. The position peaked at $146K in Q4 2019. 520 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Plante Moran Financial Advisors held 1,912 shares of Schwab International Small-Cap Equity ETF worth $92K as of Q2 2026.
  • Plante Moran Financial Advisors bought 1,683 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $83.5K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #257 holding.
  • Plante Moran Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2017 and has held it in 26 quarters since.
  • Plante Moran Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $146K in Q4 2019.
  • 520 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.