GWA
Geometric 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 | $311K | Sell |
7,308
-2,741
| -27% | -$117K | 0.05% | 66 |
|
|
2025
Q1 | $361K | Buy |
10,049
+383
| +4% | +$13.7K | 0.06% | 60 |
|
|
2024
Q4 | $332K | Buy |
9,666
+464
| +5% | +$15.9K | 0.06% | 60 |
|
|
2024
Q3 | $355K | Buy |
9,202
+6
| +0.1% | +$231 | 0.07% | 53 |
|
|
2024
Q2 | $327K | Hold |
9,196
| – | – | 0.07% | 46 |
|
|
2024
Q1 | $329K | Buy |
9,196
+305
| +3% | +$10.9K | 0.08% | 32 |
|
|
2023
Q4 | $310K | Buy |
8,891
+1,828
| +26% | +$63.8K | 0.08% | 32 |
|
|
2023
Q3 | $228K | Hold |
7,063
| – | – | 0.07% | 36 |
|
|
2023
Q2 | $247K | Buy |
7,063
+35
| +0.5% | +$1.23K | 0.08% | 34 |
|
|
2023
Q1 | $239K | Buy |
7,028
+284
| +4% | +$9.67K | 0.08% | 33 |
|
|
2022
Q4 | $212K | Buy |
+6,744
| New | +$212K | 0.09% | 32 |
|
|
2022
Q2 | – | Sell |
-6,155
| Closed | -$234K | – | 37 |
|
|
2022
Q1 | $234K | Buy |
+6,155
| New | +$234K | 0.7% | 28 |
|