OWP
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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
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

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