Dopkins 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Hold |
38,711
| – | – | 0.74% | 33 |
|
|
2025
Q1 | $1.39M | Buy |
38,711
+1,836
| +5% | +$65.9K | 0.71% | 32 |
|
|
2024
Q4 | $1.27M | Buy |
+36,875
| New | +$1.27M | 0.64% | 31 |
|
|
2024
Q3 | – | Sell |
-35,120
| Closed | -$1.25M | – | 83 |
|
|
2024
Q2 | $1.25M | Sell |
35,120
-1,054
| -3% | -$37.5K | 0.76% | 20 |
|
|
2024
Q1 | $1.3M | Sell |
36,174
-700
| -2% | -$25.1K | 0.78% | 19 |
|
|
2023
Q4 | $1.29M | Sell |
36,874
-185
| -0.5% | -$6.46K | 1% | 17 |
|
|
2023
Q3 | $1.2M | Buy |
37,059
+655
| +2% | +$21.1K | 0.9% | 16 |
|
|
2023
Q2 | $1.23M | Sell |
36,404
-159
| -0.4% | -$5.37K | 1.1% | 15 |
|
|
2023
Q1 | $1.23M | Sell |
36,563
-950
| -3% | -$32K | 1.15% | 16 |
|
|
2022
Q4 | $1.18M | Buy |
+37,513
| New | +$1.18M | 1.04% | 17 |
|