Berger Financial Group’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 | $226K | Buy |
+5,302
| New | +$226K | 0.01% | 382 |
|
|
2022
Q3 | – | Sell |
-6,443
| Closed | -$201K | – | 256 |
|
|
2022
Q2 | $201K | Sell |
6,443
-86
| -1% | -$2.68K | 0.03% | 235 |
|
|
2022
Q1 | $248K | Buy |
6,529
+520
| +9% | +$19.8K | 0.03% | 234 |
|
|
2021
Q4 | $246K | Buy |
6,009
+939
| +19% | +$38.4K | 0.03% | 231 |
|
|
2021
Q3 | $211K | Buy |
+5,070
| New | +$211K | 0.04% | 202 |
|
|
2021
Q2 | – | Sell |
-5,854
| Closed | -$231K | – | 208 |
|
|
2021
Q1 | $231K | Sell |
5,854
-599
| -9% | -$23.6K | 0.05% | 175 |
|
|
2020
Q4 | $243K | Buy |
+6,453
| New | +$243K | 0.04% | 179 |
|