BSW Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,244
| Closed | -$211K | – | 107 |
|
|
2018
Q4 | $211K | Sell |
7,244
-8
| -0.1% | -$233 | 0.08% | 83 |
|
|
2018
Q3 | $259K | Buy |
7,252
+70
| +1% | +$2.5K | 0.1% | 99 |
|
|
2018
Q2 | $259K | Buy |
7,182
+126
| +2% | +$4.54K | 0.11% | 74 |
|
|
2018
Q1 | $258K | Hold |
7,056
| – | – | 0.12% | 69 |
|
|
2017
Q4 | $258K | Buy |
7,056
+39
| +0.6% | +$1.43K | 0.11% | 72 |
|
|
2017
Q3 | $251K | Sell |
7,017
-5,818
| -45% | -$208K | 0.11% | 70 |
|
|
2017
Q2 | $432K | Buy |
12,835
+2,252
| +21% | +$75.8K | 0.2% | 45 |
|
|
2017
Q1 | $332K | Sell |
10,583
-3,450
| -25% | -$108K | 0.16% | 48 |
|
|
2016
Q4 | $408K | Buy |
+14,033
| New | +$408K | 0.21% | 47 |
|