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White & Co Financial Planning’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

White & Co 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 		$12.8M Buy
265,459
+2,967
+1% +$147K 7.91% 5
2026
Q1 		$12.3M Sell
262,492
-4,350
-2% -$210K 8.63% 5
2025
Q4 		$12.1M Sell
266,842
-88
-0% -$3.99K 9.08% 5
2025
Q3 		$12.1M Sell
266,930
-11,066
-4% -$486K 9.15% 5
2025
Q2 		$11.7M Sell
277,996
-7,492
-3% -$290K 9.39% 4
2025
Q1 		$10.3M Buy
285,488
+3,577
+1% +$128K 8.89% 5
2024
Q4 		$9.68M Buy
+281,911
New +$10.3M 8.21% 5

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 $3.38T AUM 44.17% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

White & Co Financial Planning's SCHC Position: Q2 2026 in Review

White & Co Financial Planning increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 1.1% in Q2 2026, buying an estimated $147K and bringing the position to 265,459 shares worth $12.8M. The position accounts for 7.91% of the portfolio, ranked #5.

White & Co Financial Planning first reported a position in SCHC in Q4 2024 and has held it in 7 quarters since. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • White & Co Financial Planning held 265,459 shares of Schwab International Small-Cap Equity ETF worth $12.8M as of Q2 2026.
  • White & Co Financial Planning bought 2,967 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $147K.
  • Schwab International Small-Cap Equity ETF made up 7.91% of White & Co Financial Planning's portfolio in Q2 2026, its #5 holding.
  • White & Co Financial Planning first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.