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Bradley & Co Private Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-205
Closed -$7.15K – 200
2023
Q4 		$7.15K Buy
+205
New +$6.65K 0.01% 136

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ML
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Bradley & Co Private Wealth Management's SCHC Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2024, closing a stake of 205 shares — an estimated $7.15K sold.

Bradley & Co Private Wealth Management first reported a position in SCHC in Q4 2023 and held it in 1 quarter. The position peaked at $7.15K in Q4 2023. 390 funds tracked by Wall St. Rank hold SCHC as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 205 Schwab International Small-Cap Equity ETF shares in Q1 2024, an estimated $7.15K.
  • Bradley & Co Private Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $7.15K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.