Sand Hill Global Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Sand Hill Global 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 Q1	$930K	Sell	19,894 -156	-0.8%	-$7.54K	0.03%	116
2025 Q4	$913K	Buy	20,050 +156	+0.8%	+$7.07K	0.03%	121
2025 Q3	$905K	Buy	19,894 +1,832	+10%	+$80.5K	0.03%	119
2025 Q2	$769K	Hold	18,062	–	–	0.03%	132
2025 Q1	$648K	Hold	18,062	–	–	0.03%	134
2024 Q4	$620K	Hold	18,062	–	–	0.03%	131
2024 Q3	$696K	Hold	18,062	–	–	0.03%	123
2024 Q2	$643K	Hold	18,062	–	–	0.03%	126
2024 Q1	$647K	Hold	18,062	–	–	0.03%	110
2023 Q4	$630K	Hold	18,062	–	–	0.03%	117
2023 Q3	$583K	Sell	18,062 -3,912	-18%	-$133K	0.03%	107
2023 Q2	$742K	Hold	21,974	–	–	0.04%	103
2023 Q1	$741K	Hold	21,974	–	–	0.04%	103
2022 Q4	$692K	Hold	21,974	–	–	0.04%	109
2022 Q3	$610K	Hold	21,974	–	–	0.04%	110
2022 Q2	$686K	Buy	21,974 +1,244	+6%	+$43.1K	0.04%	105
2022 Q1	$787K	Sell	20,730 -39	-0.2%	-$1.49K	0.04%	97
2021 Q4	$850K	Hold	20,769	–	–	0.05%	95
2021 Q3	$862K	Buy	+20,769	New	+$882K	0.05%	94

Other funds holding SCHC

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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