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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
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

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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Oak Harbor Wealth Partners's SCHC Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 15% in Q1 2026, buying an estimated $3.29K and bringing the position to 516 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #243.

Oak Harbor Wealth Partners first reported a position in SCHC in Q2 2025 and has held it in 4 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Oak Harbor Wealth Partners held 516 shares of Schwab International Small-Cap Equity ETF worth $24.1K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 68 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $3.29K.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #243 holding.
  • Oak Harbor Wealth Partners first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.