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Strategic Financial Planning’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Strategic Financial Planning’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 		$7.72M Buy
+160,420
New +$7.96M 4.03% 8
2026
Q1 		– Sell
-170,239
Closed -$7.75M – 44
2025
Q4 		$7.75M Sell
170,239
-2,363
-1% -$107K 4.41% 8
2025
Q3 		$7.86M Sell
172,602
-9,993
-5% -$439K 4.55% 7
2025
Q2 		$7.78M Sell
182,595
-4,268
-2% -$165K 4.84% 7
2025
Q1 		$6.7M Sell
186,863
-1,656
-0.9% -$59.1K 4.62% 7
2024
Q4 		$6.47M Sell
188,519
-709
-0.4% -$25.8K 4.41% 8
2024
Q3 		$7.29M Buy
189,228
+10,438
+6% +$384K 4.82% 7
2024
Q2 		$6.36M Sell
178,790
-609
-0.3% -$21.7K 4.59% 7
2024
Q1 		$6.42M Sell
179,399
-582
-0.3% -$20K 4.81% 7
2023
Q4 		$6.28M Buy
179,981
+28,461
+19% +$923K 4.91% 7
2023
Q3 		$4.89M Sell
151,520
-1,427
-0.9% -$48.4K 4.5% 8
2023
Q2 		$5.17M Sell
152,947
-4,272
-3% -$144K 4.57% 7
2023
Q1 		$5.3M Sell
157,219
-2,072
-1% -$69.1K 4.84% 7
2022
Q4 		$5.01M Buy
159,291
+3,346
+2% +$102K 4.86% 7
2022
Q3 		$4.33M Buy
155,945
+5,983
+4% +$188K 4.51% 9
2022
Q2 		$4.68M Buy
149,962
+44
+0% +$1.52K 4.51% 8
2022
Q1 		$5.69M Sell
149,918
-3,922
-3% -$150K 4.73% 8
2021
Q4 		$6.3M Buy
153,840
+256
+0.2% +$10.7K 4.52% 8
2021
Q3 		$6.38M Buy
153,584
+3,241
+2% +$138K 4.67% 8
2021
Q2 		$6.25M Sell
150,343
-3,152
-2% -$132K 4.51% 8
2021
Q1 		$6.05M Buy
153,495
+4,395
+3% +$171K 4.51% 8
2020
Q4 		$5.61M Sell
149,100
-686
-0.5% -$23.9K 4.92% 8
2020
Q3 		$4.87M Buy
149,786
+2,493
+2% +$79.6K 5.07% 8
2020
Q2 		$4.36M Buy
147,293
+126,656
+614% +$3.5M 4.85% 8
2020
Q1 		$504K Sell
20,637
-239,829
-92% -$7.37M 0.67% 21
2019
Q4 		$9.03M Buy
+260,466
New +$8.69M 8.77% 3

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

Strategic Financial Planning's SCHC Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026: 160,420 shares worth $7.72M. The stake represents 4.03% of the portfolio and ranks #8 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SCHC as recently as Q4 2025.

Strategic Financial Planning first reported a position in SCHC in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.03M in Q4 2019. 518 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Strategic Financial Planning held 160,420 shares of Schwab International Small-Cap Equity ETF worth $7.72M as of Q2 2026.
  • Schwab International Small-Cap Equity ETF was a new Strategic Financial Planning position in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 4.03% of Strategic Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Strategic Financial Planning first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Planning's Schwab International Small-Cap Equity ETF position peaked at $9.03M in Q4 2019.
  • 518 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.