Brandywine Oak Private Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Brandywine Oak Private Wealth’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 Q3	$280K	Hold	5,623	–	–	0.02%	202
2026 Q2	$271K	Hold	5,623	–	–	0.02%	208
2026 Q1	$263K	Hold	5,623	–	–	0.02%	203
2025 Q4	$256K	Hold	5,623	–	–	0.02%	214
2025 Q3	$256K	Hold	5,623	–	–	0.02%	212
2025 Q2	$239K	Hold	5,623	–	–	0.02%	215
2025 Q1	$202K	Buy	+5,623	New	+$201K	0.02%	221
2024 Q4	–	Sell	-5,623	Closed	-$217K	–	243
2024 Q3	$217K	Hold	5,623	–	–	0.02%	224
2024 Q2	$200K	Hold	5,623	–	–	0.02%	225
2024 Q1	$201K	Buy	+5,623	New	+$193K	0.02%	232
2022 Q2	–	Sell	-5,623	Closed	-$213K	–	341
2022 Q1	$213K	Hold	5,623	–	–	0.02%	327
2021 Q4	$230K	Hold	5,623	–	–	0.03%	316
2021 Q3	$233K	Hold	5,623	–	–	0.03%	304
2021 Q2	$233K	Hold	5,623	–	–	0.03%	310
2021 Q1	$221K	Hold	5,623	–	–	0.03%	260
2020 Q4	$211K	Buy	+5,623	New	+$196K	0.03%	256
2019 Q3	–	Sell	-137,353	Closed	-$4.48M	–	244
2019 Q2	$4.48M	Buy	137,353 +1,033	+0.8%	+$33.5K	0.9%	26
2019 Q1	$4.4M	Buy	136,320 +12,535	+10%	+$396K	0.92%	26
2018 Q4	$3.7M	Buy	+123,785	New	+$3.94M	0.83%	25

Other funds holding SCHC

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Brandywine Oak Private Wealth's SCHC Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q3 2026 at 5,623 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #202.

Brandywine Oak Private Wealth first reported a position in SCHC in Q4 2018 and has held it in 19 quarters since. The position peaked at $4.48M in Q2 2019. 473 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Brandywine Oak Private Wealth held 5,623 shares of Schwab International Small-Cap Equity ETF worth $280K as of Q3 2026.
Brandywine Oak Private Wealth left its Schwab International Small-Cap Equity ETF share count unchanged in Q3 2026.
Schwab International Small-Cap Equity ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #202 holding.
Brandywine Oak Private Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and has held it in 19 quarters since.
Brandywine Oak Private Wealth's Schwab International Small-Cap Equity ETF position peaked at $4.48M in Q2 2019.
473 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.