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Omega Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Omega Financial Group’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 		$596K Sell
12,389
-84
-0.7% -$4.17K 0.18% 60
2026
Q1 		$583K Sell
12,473
-939
-7% -$45.4K 0.19% 64
2025
Q4 		$611K Sell
13,412
-514
-4% -$23.3K 0.2% 64
2025
Q3 		$634K Sell
13,926
-332
-2% -$14.6K 0.21% 65
2025
Q2 		$607K Sell
14,258
-576
-4% -$22.3K 0.22% 58
2025
Q1 		$532K Sell
14,834
-907
-6% -$32.4K 0.2% 59
2024
Q4 		$540K Buy
15,741
+184
+1% +$6.7K 0.2% 58
2024
Q3 		$599K Sell
15,557
-2,257
-13% -$83.1K 0.23% 57
2024
Q2 		$634K Buy
17,814
+56
+0.3% +$2K 0.26% 57
2024
Q1 		$636K Sell
17,758
-675
-4% -$23.2K 0.26% 57
2023
Q4 		$643K Sell
18,433
-1,296
-7% -$42K 0.28% 59
2023
Q3 		$636K Sell
19,729
-2,385
-11% -$80.8K 0.31% 57
2023
Q2 		$747K Sell
22,114
-216
-1% -$7.3K 0.34% 56
2023
Q1 		$753K Buy
22,330
+1,343
+6% +$44.8K 0.35% 56
2022
Q4 		$660K Buy
20,987
+4,145
+25% +$126K 0.34% 58
2022
Q3 		$467K Sell
16,842
-3,572
-17% -$113K 0.24% 60
2022
Q2 		$638K Sell
20,414
-2,386
-10% -$82.6K 0.31% 53
2022
Q1 		$866K Sell
22,800
-4,158
-15% -$159K 0.37% 41
2021
Q4 		$1.1M Sell
26,958
-8,399
-24% -$350K 0.49% 39
2021
Q3 		$1.47M Sell
35,357
-16,162
-31% -$687K 0.7% 37
2021
Q2 		$2.14M Sell
51,519
-9,647
-16% -$403K 1.04% 33
2021
Q1 		$2.41M Buy
61,166
+277
+0.5% +$10.8K 1.23% 34
2020
Q4 		$2.29M Sell
60,889
-3,120
-5% -$109K 1.24% 35
2020
Q3 		$2.08M Sell
64,009
-6,824
-10% -$218K 1.27% 35
2020
Q2 		$2.1M Sell
70,833
-574
-0.8% -$15.9K 1.35% 34
2020
Q1 		$1.74M Buy
71,407
+1,401
+2% +$43.1K 1.32% 32
2019
Q4 		$2.43M Buy
70,006
+855
+1% +$28.5K 1.59% 22
2019
Q3 		$2.2M Buy
69,151
+2,119
+3% +$67.5K 1.54% 23
2019
Q2 		$2.19M Buy
67,032
+5,339
+9% +$173K 1.62% 22
2019
Q1 		$1.99M Buy
61,693
+3,566
+6% +$113K 1.47% 25
2018
Q4 		$1.69M Buy
+58,127
New +$1.85M 1.49% 23

Other funds holding SCHC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $214M AUM 21.54% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Omega Financial Group's SCHC Position: Q2 2026 in Review

Omega Financial Group reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.67% in Q2 2026, selling an estimated $4.17K and leaving 12,389 shares worth $596K. The position accounts for 0.18% of the portfolio, ranked #60.

Omega Financial Group first reported a position in SCHC in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.43M in Q4 2019. 248 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Omega Financial Group held 12,389 shares of Schwab International Small-Cap Equity ETF worth $596K as of Q2 2026.
  • Omega Financial Group sold 84 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $4.17K.
  • Schwab International Small-Cap Equity ETF made up 0.18% of Omega Financial Group's portfolio in Q2 2026, its #60 holding.
  • Omega Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and has held it in 31 quarters since.
  • Omega Financial Group's Schwab International Small-Cap Equity ETF position peaked at $2.43M in Q4 2019.
  • 248 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.