BWM
BCS Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
68,290
+16,864
| +33% | +$718K | 0.63% | 41 |
|
|
2025
Q1 | $1.85M | Buy |
51,426
+8,952
| +21% | +$321K | 0.47% | 53 |
|
|
2024
Q4 | $1.46M | Buy |
+42,474
| New | +$1.46M | 0.36% | 63 |
|
|
2024
Q2 | – | Sell |
-20,572
| Closed | -$736K | – | 205 |
|
|
2024
Q1 | $736K | Buy |
20,572
+10,042
| +95% | +$359K | 0.24% | 96 |
|
|
2023
Q4 | $367K | Sell |
10,530
-1,321
| -11% | -$46K | 0.14% | 145 |
|
|
2023
Q3 | $382K | Buy |
+11,851
| New | +$382K | 0.16% | 127 |
|
|
2023
Q2 | – | Sell |
-15,164
| Closed | -$511K | – | 151 |
|
|
2023
Q1 | $511K | Buy |
15,164
+838
| +6% | +$28.2K | 0.23% | 82 |
|
|
2022
Q4 | $451K | Sell |
14,326
-555
| -4% | -$17.5K | 0.19% | 116 |
|
|
2022
Q3 | $413K | Sell |
14,881
-362
| -2% | -$10K | 0.19% | 111 |
|
|
2022
Q2 | $476K | Sell |
15,243
-812
| -5% | -$25.4K | 0.21% | 100 |
|
|
2022
Q1 | $610K | Sell |
16,055
-4,261
| -21% | -$162K | 0.25% | 92 |
|
|
2021
Q4 | $832K | Buy |
20,316
+3,980
| +24% | +$163K | 0.3% | 76 |
|
|
2021
Q3 | $678K | Sell |
16,336
-1,166
| -7% | -$48.4K | 0.29% | 78 |
|
|
2021
Q2 | $728K | Sell |
17,502
-1,032
| -6% | -$42.9K | 0.39% | 58 |
|
|
2021
Q1 | $731K | Buy |
18,534
+214
| +1% | +$8.44K | 0.35% | 63 |
|
|
2020
Q4 | $690K | Sell |
18,320
-998
| -5% | -$37.6K | 0.36% | 59 |
|
|
2020
Q3 | $628K | Sell |
19,318
-384
| -2% | -$12.5K | 0.36% | 59 |
|
|
2020
Q2 | $583K | Sell |
19,702
-243
| -1% | -$7.19K | 0.35% | 60 |
|
|
2020
Q1 | $487K | Buy |
19,945
+1,198
| +6% | +$29.3K | 0.34% | 59 |
|
|
2019
Q4 | $650K | Buy |
+18,747
| New | +$650K | 0.43% | 47 |
|