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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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