Guardian Financial Partners’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 | $1.44M | Buy |
33,857
+3,199
| +10% | +$136K | 0.65% | 29 |
|
|
2025
Q1 | $1.1M | Buy |
30,658
+3,057
| +11% | +$110K | 0.53% | 30 |
|
|
2024
Q4 | $948K | Buy |
27,601
+4,727
| +21% | +$162K | 0.56% | 32 |
|
|
2024
Q3 | $881K | Buy |
22,874
+2,054
| +10% | +$79.1K | 0.55% | 31 |
|
|
2024
Q2 | $741K | Buy |
20,820
+1,525
| +8% | +$54.3K | 0.49% | 32 |
|
|
2024
Q1 | $691K | Buy |
19,295
+2,368
| +14% | +$84.8K | 0.47% | 32 |
|
|
2023
Q4 | $591K | Buy |
16,927
+4,814
| +40% | +$168K | 0.48% | 30 |
|
|
2023
Q3 | $391K | Buy |
+12,113
| New | +$391K | 0.37% | 32 |
|
|
2023
Q2 | – | Sell |
-9,776
| Closed | -$330K | – | 28 |
|
|
2023
Q1 | $330K | Buy |
9,776
+798
| +9% | +$26.9K | 0.33% | 33 |
|
|
2022
Q4 | $283K | Buy |
8,978
+465
| +5% | +$14.6K | 0.3% | 34 |
|
|
2022
Q3 | $236K | Buy |
8,513
+1,089
| +15% | +$30.2K | 0.27% | 30 |
|
|
2022
Q2 | $232K | Buy |
7,424
+1,265
| +21% | +$39.5K | 0.26% | 31 |
|
|
2022
Q1 | $221K | Buy |
6,159
+722
| +13% | +$25.9K | 0.23% | 35 |
|
|
2021
Q4 | $223K | Buy |
+5,437
| New | +$223K | 0.21% | 35 |
|