Beaird Harris Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Sell |
150,367
-4,469
| -3% | -$190K | 0.5% | 30 |
|
|
2025
Q1 | $5.56M | Sell |
154,836
-3,417
| -2% | -$123K | 0.47% | 30 |
|
|
2024
Q4 | $5.43M | Sell |
158,253
-596
| -0.4% | -$20.5K | 0.47% | 32 |
|
|
2024
Q3 | $6.12M | Sell |
158,849
-6,079
| -4% | -$234K | 0.53% | 31 |
|
|
2024
Q2 | $5.87M | Sell |
164,928
-17,041
| -9% | -$606K | 0.55% | 29 |
|
|
2024
Q1 | $6.51M | Sell |
181,969
-3,055
| -2% | -$109K | 0.64% | 27 |
|
|
2023
Q4 | $6.46M | Sell |
185,024
-2,754
| -1% | -$96.1K | 0.68% | 27 |
|
|
2023
Q3 | $6.06M | Sell |
187,778
-914
| -0.5% | -$29.5K | 0.73% | 26 |
|
|
2023
Q2 | $6.37M | Sell |
188,692
-3,884
| -2% | -$131K | 0.76% | 25 |
|
|
2023
Q1 | $6.49M | Sell |
192,576
-645
| -0.3% | -$21.7K | 1.17% | 20 |
|
|
2022
Q4 | $6.08M | Buy |
193,221
+54,599
| +39% | +$1.72M | 1.14% | 20 |
|
|
2022
Q3 | $3.85M | Buy |
138,622
+115,300
| +494% | +$3.2M | 0.84% | 21 |
|
|
2022
Q2 | $728K | Buy |
23,322
+13,413
| +135% | +$419K | 0.2% | 39 |
|
|
2022
Q1 | $376K | Sell |
9,909
-1,501
| -13% | -$57K | 0.14% | 56 |
|
|
2021
Q4 | $467K | Buy |
+11,410
| New | +$467K | 0.17% | 67 |
|