EP Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
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|
2025
Q1 | $170K | Sell |
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|
2024
Q4 | $172K | Sell |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $126K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $565K | Buy |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $222K | Buy |
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