Oak Harbor Wealth Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Oak Harbor Wealth Partners’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	$962	Sell	20 -496	-96%	-$24.6K	﹤0.01%	219
2026 Q1	$24.1K	Buy	516 +68	+15%	+$3.29K	0.01%	243
2025 Q4	$20.4K	Buy	448 +427	+2,033%	+$19.4K	﹤0.01%	238
2025 Q3	$956	Buy	21 +20	+2,000%	+$878	﹤0.01%	250
2025 Q2	$43	Buy	+1	New	+$39	﹤0.01%	248

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFGLC

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

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

Oak Harbor Wealth Partners reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 96% in Q2 2026, selling an estimated $24.6K and leaving 20 shares worth $962. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Oak Harbor Wealth Partners first reported a position in SCHC in Q2 2025 and has held it in 5 quarters since. The position peaked at $24.1K in Q1 2026. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Oak Harbor Wealth Partners held 20 shares of Schwab International Small-Cap Equity ETF worth $962 as of Q2 2026.
Oak Harbor Wealth Partners sold 496 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $24.6K.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #219 holding.
Oak Harbor Wealth Partners first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
Oak Harbor Wealth Partners's Schwab International Small-Cap Equity ETF position peaked at $24.1K in Q1 2026.
523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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