Oak Harbor Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Oak Harbor Wealth Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$831	Sell	23 -1,393	-98%	-$46K	﹤0.01%	220
2026 Q1	$41.2K	Buy	1,416 +176	+14%	+$5.28K	0.01%	228
2025 Q4	$35.3K	Buy	1,240 +1,180	+1,967%	+$33.3K	0.01%	228
2025 Q3	$1.67K	Buy	60 +57	+1,900%	+$1.52K	﹤0.01%	246
2025 Q2	$76	Buy	+3	New	+$71	﹤0.01%	246

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Oak Harbor Wealth Partners's SCHA Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 98% in Q2 2026, selling an estimated $46K and leaving 23 shares worth $831. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Oak Harbor Wealth Partners first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. The position peaked at $41.2K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Oak Harbor Wealth Partners held 23 shares of Schwab U.S Small- Cap ETF worth $831 as of Q2 2026.
Oak Harbor Wealth Partners sold 1,393 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $46K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #220 holding.
Oak Harbor Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
Oak Harbor Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $41.2K in Q1 2026.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.