Elmwood 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 | $3.37M | Buy |
79,105
+761
| +1% | +$32.4K | 1.34% | 26 |
|
|
2025
Q1 | $2.81M | Buy |
78,344
+147
| +0.2% | +$5.27K | 1.15% | 36 |
|
|
2024
Q4 | $2.68M | Buy |
78,197
+3,765
| +5% | +$129K | 1.08% | 38 |
|
|
2024
Q3 | $2.87M | Buy |
74,432
+8,548
| +13% | +$329K | 1.18% | 33 |
|
|
2024
Q2 | $2.34M | Buy |
65,884
+6,907
| +12% | +$246K | 1.04% | 37 |
|
|
2024
Q1 | $2.11M | Buy |
58,977
+49,069
| +495% | +$1.76M | 0.9% | 36 |
|
|
2023
Q4 | $346K | Sell |
9,908
-44,200
| -82% | -$1.54M | 0.24% | 87 |
|
|
2023
Q3 | $1.74M | Sell |
54,108
-250
| -0.5% | -$8.06K | 0.84% | 40 |
|
|
2023
Q2 | $1.84M | Sell |
54,358
-1,598
| -3% | -$54K | 0.86% | 38 |
|
|
2023
Q1 | $1.89M | Buy |
55,956
+3,585
| +7% | +$121K | 0.89% | 35 |
|
|
2022
Q4 | $1.65M | Sell |
52,371
-28,015
| -35% | -$882K | 0.82% | 39 |
|
|
2022
Q3 | $2.23M | Buy |
80,386
+3,140
| +4% | +$87.1K | 1.11% | 30 |
|
|
2022
Q2 | $2.41M | Buy |
77,246
+1,585
| +2% | +$49.5K | 1.37% | 22 |
|
|
2022
Q1 | $2.87M | Buy |
75,661
+10,845
| +17% | +$412K | 1.47% | 20 |
|
|
2021
Q4 | $2.65M | Buy |
+64,816
| New | +$2.65M | 1.27% | 25 |
|
|
2021
Q2 | $2.25M | Buy |
54,055
+2,661
| +5% | +$111K | 1.19% | 26 |
|
|
2021
Q1 | $2.03M | Buy |
+51,394
| New | +$2.03M | 1.24% | 24 |
|
|
2020
Q3 | $1.25M | Hold |
42,398
| – | – | 1.02% | 31 |
|
|
2020
Q2 | $1.25M | Sell |
42,398
-4,838
| -10% | -$143K | 1.02% | 31 |
|
|
2020
Q1 | $1.72M | Sell |
47,236
-5,051
| -10% | -$184K | 1.65% | 13 |
|
|
2019
Q4 | $1.81M | Buy |
52,287
+662
| +1% | +$22.9K | 1.58% | 18 |
|
|
2019
Q3 | $1.64M | Sell |
51,625
-1,214
| -2% | -$38.6K | 1.66% | 18 |
|
|
2019
Q2 | $1.73M | Buy |
52,839
+6,090
| +13% | +$199K | 1.53% | 16 |
|
|
2019
Q1 | $1.51M | Sell |
46,749
-9,291
| -17% | -$300K | 1.39% | 21 |
|
|
2018
Q4 | $1.63M | Buy |
56,040
+3,588
| +7% | +$104K | 1.58% | 15 |
|
|
2018
Q3 | $1.87M | Buy |
52,452
+2,886
| +6% | +$103K | 1.55% | 16 |
|
|
2018
Q2 | $1.79M | Buy |
49,566
+2,330
| +5% | +$84K | 1.63% | 15 |
|
|
2018
Q1 | $1.72M | Buy |
+47,236
| New | +$1.72M | 1.65% | 13 |
|