EverSource Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426 | Buy |
+10
| New | +$426 | ﹤0.01% | 3928 |
|
|
2024
Q4 | – | Sell |
-729
| Closed | -$28.1K | – | 3817 |
|
|
2024
Q3 | $28.1K | Hold |
729
| – | – | ﹤0.01% | 1323 |
|
|
2024
Q2 | $27K | Buy |
+729
| New | +$27K | ﹤0.01% | 1361 |
|
|
2024
Q1 | – | Sell |
-21
| Closed | -$733 | – | 2988 |
|
|
2023
Q4 | $733 | Buy |
21
+10
| +91% | +$349 | ﹤0.01% | 2452 |
|
|
2023
Q3 | $355 | Buy |
+11
| New | +$355 | ﹤0.01% | 2426 |
|