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Schwab Intl Small Cap Equity ETF shares owned by Klingman & Associates

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Schwab Intl Small Cap Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Intl Small Cap Equity ETF held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $712k 15k 48.12
2026-03-31 $691k 15k 46.74
2025-12-31 $1.0M 22k 45.53

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Klingman & Associates

Top funds holding Schwab Intl Small Cap Equity ETF

Tiaa-cref Individual & Institutional Services
Savant Capital Management
Creative Planning
Jones Financial Companies, L.L
McAdam
SageView Advisory Group
BlackRock
Pnc Financial Services
State Street Corporation
Johnson Financial
Mather Group
Colony
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Rsm Us Wealth Management
Envestnet Asset Management

View all funds holding Schwab Intl Small Cap Equity ETF