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

Obermeyer 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 Q3	$360K	Hold	7,231	–	–	0.01%	220
2026 Q2	$348K	Hold	7,231	–	–	0.01%	228
2026 Q1	$338K	Hold	7,231	–	–	0.02%	224
2025 Q4	$329K	Buy	7,231 +333	+5%	+$15.1K	0.02%	226
2025 Q3	$314K	Hold	6,898	–	–	0.01%	226
2025 Q2	$294K	Hold	6,898	–	–	0.01%	223
2025 Q1	$248K	Hold	6,898	–	–	0.01%	224
2024 Q4	$237K	Hold	6,898	–	–	0.01%	229
2024 Q3	$266K	Hold	6,898	–	–	0.01%	217
2024 Q2	$245K	Hold	6,898	–	–	0.01%	211
2024 Q1	$247K	Hold	6,898	–	–	0.01%	214
2023 Q4	$241K	Hold	6,898	–	–	0.02%	194
2023 Q3	$222K	Hold	6,898	–	–	0.02%	193
2023 Q2	$233K	Hold	6,898	–	–	0.02%	190
2023 Q1	$233K	Buy	+6,898	New	+$230K	0.02%	192

Other funds holding SCHC

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Obermeyer Wealth Partners's SCHC Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q3 2026 at 7,231 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #220.

Obermeyer Wealth Partners first reported a position in SCHC in Q1 2023 and has held it in 15 quarters since. 250 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Obermeyer Wealth Partners held 7,231 shares of Schwab International Small-Cap Equity ETF worth $360K as of Q3 2026.
Obermeyer Wealth Partners left its Schwab International Small-Cap Equity ETF share count unchanged in Q3 2026.
Schwab International Small-Cap Equity ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #220 holding.
Obermeyer Wealth Partners first reported a position in Schwab International Small-Cap Equity ETF in Q1 2023 and has held it in 15 quarters since.
250 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.