Elevation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
39,933
-3,367
| -8% | -$143K | 0.67% | 35 |
|
|
2025
Q1 | $1.55M | Buy |
43,300
+837
| +2% | +$30K | 0.67% | 31 |
|
|
2024
Q4 | $1.46M | Buy |
42,463
+1,369
| +3% | +$47K | 0.62% | 31 |
|
|
2024
Q3 | $1.58M | Buy |
41,094
+588
| +1% | +$22.7K | 0.68% | 31 |
|
|
2024
Q2 | $1.44M | Buy |
40,506
+3,190
| +9% | +$114K | 0.68% | 32 |
|
|
2024
Q1 | $1.34M | Buy |
37,316
+17,244
| +86% | +$617K | 0.67% | 31 |
|
|
2023
Q4 | $647K | Buy |
20,072
+19,385
| +2,822% | +$625K | 0.39% | 51 |
|
|
2023
Q3 | $22.2K | Hold |
687
| – | – | 0.02% | 204 |
|
|
2023
Q2 | $23.2K | Hold |
687
| – | – | 0.02% | 206 |
|
|
2023
Q1 | $23.2K | Buy |
+687
| New | +$23.2K | 0.02% | 208 |
|