Essex Financial Services’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 | $518K | Hold |
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|
2025
Q1 | $436K | Hold |
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|
2024
Q4 | $417K | Hold |
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|
2024
Q3 | $454K | Hold |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $435K | Hold |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $405K | Hold |
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|
2022
Q4 | $377K | Buy |
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