Rockefeller Capital Management
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Rockefeller Capital Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Rockefeller Capital 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
2026
Q1 		$128K Buy
2,728
+1,381
+103% +$66.8K ﹤0.01% 2734
2025
Q4 		$61.4K Buy
1,347
+47
+4% +$2.13K ﹤0.01% 2974
2025
Q3 		$59.2K Buy
+1,300
New +$57.1K ﹤0.01% 2823
2023
Q1 		– Sell
-532
Closed -$16K – 3558
2022
Q4 		$16K Buy
532
+168
+46% +$5.12K ﹤0.01% 2887
2022
Q3 		$10K Hold
364
– – ﹤0.01% 3096
2022
Q2 		$11K Sell
364
-1,594
-81% -$55.2K ﹤0.01% 3080
2022
Q1 		$73K Buy
1,958
+1,594
+438% +$61K ﹤0.01% 2129
2021
Q4 		$14K Sell
364
-63
-15% -$2.63K ﹤0.01% 2819
2021
Q3 		$16K Buy
427
+72
+20% +$3.06K ﹤0.01% 2692
2021
Q2 		$14K Buy
355
+1
+0.3% +$42 ﹤0.01% 2641
2021
Q1 		$13K Buy
+354
New +$13.8K ﹤0.01% 2489

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Rockefeller Capital Management's SCHC Position: Q1 2026 in Review

Rockefeller Capital Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 103% in Q1 2026, buying an estimated $66.8K and bringing the position to 2,728 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Rockefeller Capital Management first reported a position in SCHC in Q1 2021 and has held it in 11 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Rockefeller Capital Management held 2,728 shares of Schwab International Small-Cap Equity ETF worth $128K as of Q1 2026.
  • Rockefeller Capital Management bought 1,381 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $66.8K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2734 holding.
  • Rockefeller Capital Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2021 and has held it in 11 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.