Zynergy Retirement Planning’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Zynergy Retirement 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	$964K	Buy	20,028 +1,054	+6%	+$52.3K	0.52%	13
2026 Q1	$887K	Sell	18,974 -2,802	-13%	-$136K	0.54%	12
2025 Q4	$991K	Buy	21,776 +1,266	+6%	+$57.4K	0.61%	11
2025 Q3	$933K	Buy	20,510 +166	+0.8%	+$7.29K	0.59%	11
2025 Q2	$866K	Buy	20,344 +2,413	+13%	+$93.5K	0.58%	11
2025 Q1	$616K	Buy	17,931 +561	+3%	+$20K	0.44%	14
2024 Q4	$669K	Hold	17,370	–	–	0.47%	13
2024 Q3	$669K	Buy	17,370 +487	+3%	+$17.9K	0.47%	13
2024 Q2	$601K	Buy	+16,883	New	+$602K	0.46%	15

Other funds holding SCHC

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Zynergy Retirement Planning's SCHC Position: Q2 2026 in Review

Zynergy Retirement Planning increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 5.6% in Q2 2026, buying an estimated $52.3K and bringing the position to 20,028 shares worth $964K. The position accounts for 0.52% of the portfolio, ranked #13.

Zynergy Retirement Planning first reported a position in SCHC in Q2 2024 and has held it in 9 quarters since. The position peaked at $991K in Q4 2025. 260 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Zynergy Retirement Planning held 20,028 shares of Schwab International Small-Cap Equity ETF worth $964K as of Q2 2026.
Zynergy Retirement Planning bought 1,054 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $52.3K.
Schwab International Small-Cap Equity ETF made up 0.52% of Zynergy Retirement Planning's portfolio in Q2 2026, its #13 holding.
Zynergy Retirement Planning first reported a position in Schwab International Small-Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
Zynergy Retirement Planning's Schwab International Small-Cap Equity ETF position peaked at $991K in Q4 2025.
260 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.