HWA
HHM 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 | $201K | Sell |
4,715
-670
| -12% | -$28.5K | 0.02% | 198 |
|
|
2025
Q1 | $193K | Sell |
5,385
-1,591
| -23% | -$57.1K | 0.03% | 187 |
|
|
2024
Q4 | $239K | Hold |
6,976
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $269K | Hold |
6,976
| – | – | 0.04% | 143 |
|
|
2024
Q2 | $248K | Hold |
6,976
| – | – | 0.04% | 149 |
|
|
2024
Q1 | $250K | Hold |
6,976
| – | – | 0.04% | 132 |
|
|
2023
Q4 | $243K | Buy |
6,976
+41
| +0.6% | +$1.43K | 0.04% | 125 |
|
|
2023
Q3 | $224K | Sell |
6,935
-112
| -2% | -$3.61K | 0.04% | 118 |
|
|
2023
Q2 | $238K | Buy |
7,047
+119
| +2% | +$4.02K | 0.04% | 123 |
|
|
2023
Q1 | $234K | Sell |
6,928
-600
| -8% | -$20.2K | 0.05% | 119 |
|
|
2022
Q4 | $237K | Buy |
7,528
+627
| +9% | +$19.7K | 0.05% | 109 |
|
|
2022
Q3 | $192K | Hold |
6,901
| – | – | 0.05% | 109 |
|
|
2022
Q2 | $216K | Hold |
6,901
| – | – | 0.06% | 126 |
|
|
2022
Q1 | $262K | Buy |
6,901
+245
| +4% | +$9.3K | 0.06% | 124 |
|
|
2021
Q4 | $272K | Buy |
6,656
+38
| +0.6% | +$1.55K | 0.07% | 115 |
|
|
2021
Q3 | $275K | Hold |
6,618
| – | – | 0.07% | 101 |
|
|
2021
Q2 | $275K | Buy |
6,618
+8
| +0.1% | +$332 | 0.07% | 103 |
|
|
2021
Q1 | $261K | Hold |
6,610
| – | – | 0.08% | 95 |
|
|
2020
Q4 | $249K | Buy |
6,610
+23
| +0.3% | +$866 | 0.09% | 87 |
|
|
2020
Q3 | $214K | Sell |
6,587
-88
| -1% | -$2.86K | 0.09% | 86 |
|
|
2020
Q2 | $197K | Hold |
6,675
| – | – | 0.08% | 85 |
|
|
2020
Q1 | $163K | Buy |
6,675
+1
| +0% | +$24 | 0.08% | 88 |
|
|
2019
Q4 | $231K | Buy |
+6,674
| New | +$231K | 0.11% | 76 |
|
|
2019
Q1 | – | Sell |
-7,951
| Closed | -$231K | – | 74 |
|
|
2018
Q4 | $231K | Buy |
+7,951
| New | +$231K | 0.17% | 53 |
|