Oakwell Private Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Oakwell Private Wealth Management’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	$1.24M	Sell	25,821 -123	-0.5%	-$6.1K	0.21%	42
2026 Q1	$1.21M	Sell	25,944 -380	-1%	-$18.4K	0.22%	39
2025 Q4	$1.2M	Sell	26,324 -50	-0.2%	-$2.27K	0.22%	41
2025 Q3	$1.2M	Sell	26,374 -48	-0.2%	-$2.11K	0.24%	40
2025 Q2	$1.13M	Hold	26,422	–	–	0.26%	36
2025 Q1	$948K	Sell	26,422 -296	-1%	-$10.6K	0.26%	35
2024 Q4	$917K	Sell	26,718 -137	-0.5%	-$4.99K	0.26%	34
2024 Q3	$1.03M	Sell	26,855 -3,423	-11%	-$126K	0.3%	34
2024 Q2	$1.08M	Sell	30,278 -1,073	-3%	-$38.2K	0.3%	35
2024 Q1	$1.12M	Sell	31,351 -447	-1%	-$15.4K	0.34%	33
2023 Q4	$1.11M	Sell	31,798 -305	-1%	-$9.9K	0.39%	29
2023 Q3	$1.04M	Sell	32,103 -290	-0.9%	-$9.83K	0.44%	29
2023 Q2	$1.09M	Sell	32,393 -293	-0.9%	-$9.91K	0.46%	28
2023 Q1	$1.1M	Sell	32,686 -2,146	-6%	-$71.6K	0.5%	30
2022 Q4	$1.1M	Sell	34,832 -9,542	-22%	-$291K	0.52%	27
2022 Q3	$1.23M	Buy	44,374 +13,961	+46%	+$440K	0.68%	22
2022 Q2	$950K	Buy	30,413 +9,600	+46%	+$332K	0.54%	27
2022 Q1	$790K	Buy	20,813 +2,179	+12%	+$83.4K	0.4%	33
2021 Q4	$763K	Sell	18,634 -234	-1%	-$9.76K	0.38%	31
2021 Q3	$783K	Sell	18,868 -39,843	-68%	-$1.69M	0.42%	28
2021 Q2	$2.44M	Buy	58,711 +5,627	+11%	+$235K	1.57%	16
2021 Q1	$2.09M	Buy	53,084 +5,304	+11%	+$207K	1.48%	16
2020 Q4	$1.8M	Buy	+47,780	New	+$1.67M	1.41%	16

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

Oakwell Private Wealth Management's SCHC Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.47% in Q2 2026, selling an estimated $6.1K and leaving 25,821 shares worth $1.24M. The position accounts for 0.21% of the portfolio, ranked #42.

Oakwell Private Wealth Management first reported a position in SCHC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.44M in Q2 2021. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Oakwell Private Wealth Management held 25,821 shares of Schwab International Small-Cap Equity ETF worth $1.24M as of Q2 2026.
Oakwell Private Wealth Management sold 123 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $6.1K.
Schwab International Small-Cap Equity ETF made up 0.21% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #42 holding.
Oakwell Private Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and has held it in 23 quarters since.
Oakwell Private Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $2.44M in Q2 2021.
523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.