Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-96
| Closed | -$3K | – | 598 |
|
|
2022
Q2 | $3K | Buy |
96
+6
| +7% | +$188 | ﹤0.01% | 499 |
|
|
2022
Q1 | $3K | Sell |
90
-44,206
| -100% | -$1.47M | ﹤0.01% | 443 |
|
|
2021
Q4 | $1.81M | Buy |
44,296
+7,358
| +20% | +$301K | 0.31% | 46 |
|
|
2021
Q3 | $1.53M | Buy |
36,938
+3,620
| +11% | +$150K | 0.71% | 24 |
|
|
2021
Q2 | $1.39M | Buy |
33,318
+4,185
| +14% | +$174K | 0.7% | 26 |
|
|
2021
Q1 | $1.15M | Buy |
29,133
+3,686
| +14% | +$145K | 0.73% | 26 |
|
|
2020
Q4 | $958K | Buy |
+25,447
| New | +$958K | 0.69% | 27 |
|