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

United Financial Planning Group’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 		– Sell
-324
Closed -$9.03K – 507
2025
Q3 		$9.03K Buy
+324
New +$14.2K 0.01% 159

Other funds holding SCHC

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SC
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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

United Financial Planning Group's SCHC Position: Q4 2025 in Review

United Financial Planning Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2025, closing a stake of 324 shares — an estimated $9.03K sold.

United Financial Planning Group first reported a position in SCHC in Q3 2025 and held it in 1 quarter. The position peaked at $9.03K in Q3 2025. 494 funds tracked by Wall St. Rank hold SCHC as of Q4 2025.

  • United Financial Planning Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 324 Schwab International Small-Cap Equity ETF shares in Q4 2025, an estimated $9.03K.
  • United Financial Planning Group first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's Schwab International Small-Cap Equity ETF position peaked at $9.03K in Q3 2025.
  • 494 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.