AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Buy |
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|
2025
Q2 | $312K | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $297K | Sell |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $586K | Buy |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $263K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $382K | Buy |
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