Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-259
| Closed | -$9.27K | – | 490 |
|
|
2024
Q1 | $9.27K | Buy |
+259
| New | +$9.27K | ﹤0.01% | 336 |
|
|
2023
Q3 | – | Sell |
-314
| Closed | -$10.6K | – | 474 |
|
|
2023
Q2 | $10.6K | Sell |
314
-1,016
| -76% | -$34.3K | 0.01% | 332 |
|
|
2023
Q1 | $44.8K | Hold |
1,330
| – | – | 0.02% | 210 |
|
|
2022
Q4 | $41.9K | Buy |
+1,330
| New | +$41.9K | 0.03% | 209 |
|
|
2022
Q1 | – | Sell |
-1,330
| Closed | -$54K | – | 503 |
|
|
2021
Q4 | $54K | Buy |
+1,330
| New | +$54K | 0.03% | 198 |
|