Falcon Wealth Planning’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
Q3 | $1.3M | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.2M | Hold |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.38M | Sell |
|
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|
2024
Q2 | $2.01M | Sell |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.4M | Buy |
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|
2023
Q3 | $1.49M | Sell |
|
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $746K | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $865K | Buy |
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|
2021
Q3 | $851K | Sell |
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|
2021
Q2 | $858K | Sell |
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|
2021
Q1 | $883K | Sell |
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|
2020
Q4 | $850K | Buy |
|