FMWA
Forvis Mazars 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 | $1.72M | Sell |
40,373
-4,012
| -9% | -$171K | 0.04% | 167 |
|
|
2025
Q1 | $1.59M | Sell |
44,385
-3,085
| -6% | -$111K | 0.04% | 172 |
|
|
2024
Q4 | $1.63M | Sell |
47,470
-13,426
| -22% | -$461K | 0.04% | 176 |
|
|
2024
Q3 | $2.35M | Sell |
60,896
-4,360
| -7% | -$168K | 0.05% | 155 |
|
|
2024
Q2 | $2.32M | Sell |
65,256
-3,051
| -4% | -$109K | 0.06% | 146 |
|
|
2024
Q1 | $2.45M | Sell |
68,307
-117
| -0.2% | -$4.19K | 0.06% | 145 |
|
|
2023
Q4 | $2.39M | Sell |
68,424
-41,067
| -38% | -$1.43M | 0.07% | 140 |
|
|
2023
Q3 | $3.53M | Sell |
109,491
-17,495
| -14% | -$564K | 0.11% | 103 |
|
|
2023
Q2 | $4.29M | Sell |
126,986
-3,505
| -3% | -$118K | 0.13% | 104 |
|
|
2023
Q1 | $4.4M | Sell |
130,491
-1,799
| -1% | -$60.6K | 0.14% | 91 |
|
|
2022
Q4 | $4.16M | Buy |
132,290
+57,854
| +78% | +$1.82M | 0.15% | 92 |
|
|
2022
Q3 | $2.07M | Buy |
74,436
+30,021
| +68% | +$833K | 0.08% | 136 |
|
|
2022
Q2 | $1.39M | Buy |
44,415
+1,914
| +5% | +$59.8K | 0.06% | 164 |
|
|
2022
Q1 | $1.61M | Buy |
+42,501
| New | +$1.61M | 0.07% | 121 |
|