Bartlett & Co 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 | $122K | Buy |
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|
2025
Q2 | $110K | Sell |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $88.9K | Hold |
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|
2024
Q3 | $99.8K | Hold |
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|
2024
Q2 | $92.4K | Sell |
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|
2024
Q1 | $94.9K | Hold |
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|
2023
Q4 | $92.5K | Sell |
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|
2023
Q3 | $96.9K | Sell |
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|
2023
Q2 | $103K | Sell |
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|
2023
Q1 | $109K | Hold |
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|
2022
Q4 | $101K | Buy |
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|
2022
Q3 | $79.6K | Buy |
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|
2022
Q2 | $89.3K | Hold |
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|
2022
Q1 | $109K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $120K | Sell |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $126K | Sell |
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|
2020
Q4 | $143K | Hold |
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|
2020
Q3 | $123K | Hold |
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|
2020
Q2 | $112K | Sell |
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|
2020
Q1 | $96.1K | Hold |
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|
2019
Q4 | $137K | Sell |
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|
2019
Q3 | $132K | Sell |
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|
2019
Q2 | $177K | Sell |
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|
2019
Q1 | $320K | Sell |
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|
2018
Q4 | $2.33M | Buy |
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|
2018
Q3 | $377K | Sell |
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|
2018
Q2 | $413K | Hold |
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|
2018
Q1 | $418K | Buy |
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