Geneos Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8K | Sell |
652
-1,002
| -61% | -$42.7K | ﹤0.01% | 1879 |
|
|
2025
Q1 | $59.3K | Buy |
1,654
+1,029
| +165% | +$36.9K | ﹤0.01% | 1827 |
|
|
2024
Q4 | $21.5K | Sell |
625
-521
| -45% | -$17.9K | ﹤0.01% | 1698 |
|
|
2024
Q3 | $44.2K | Buy |
1,146
+557
| +95% | +$21.5K | ﹤0.01% | 1245 |
|
|
2024
Q2 | $21K | Hold |
589
| – | – | ﹤0.01% | 1334 |
|
|
2024
Q1 | $21.1K | Buy |
589
+515
| +696% | +$18.4K | ﹤0.01% | 1344 |
|
|
2023
Q4 | $2.58K | Buy |
+74
| New | +$2.58K | ﹤0.01% | 1871 |
|
|
2022
Q3 | – | Sell |
-27
| Closed | – | – | 2492 |
|
|
2022
Q2 | $0 | Buy |
+27
| New | – | ﹤0.01% | 2762 |
|
|
2016
Q4 | – | Sell |
-50
| Closed | -$1K | – | 2085 |
|
|
2016
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1917 |
|
|
2016
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1766 |
|
|
2016
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1747 |
|