Integris 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 | $1.74M | Sell |
40,909
-684
| -2% | -$29.1K | 0.45% | 23 |
|
|
2025
Q1 | $1.49M | Sell |
41,593
-194
| -0.5% | -$6.96K | 0.43% | 23 |
|
|
2024
Q4 | $1.43M | Sell |
41,787
-5
| -0% | -$172 | 0.4% | 24 |
|
|
2024
Q3 | $1.61M | Sell |
41,792
-635
| -1% | -$24.5K | 0.45% | 24 |
|
|
2024
Q2 | $1.51M | Sell |
42,427
-401
| -0.9% | -$14.3K | 0.44% | 25 |
|
|
2024
Q1 | $1.53M | Sell |
42,828
-724
| -2% | -$25.9K | 0.42% | 26 |
|
|
2023
Q4 | $1.52M | Sell |
43,552
-1,718
| -4% | -$59.9K | 0.45% | 26 |
|
|
2023
Q3 | $1.46M | Sell |
45,270
-8,571
| -16% | -$276K | 0.48% | 26 |
|
|
2023
Q2 | $1.82M | Sell |
53,841
-451
| -0.8% | -$15.2K | 0.64% | 21 |
|
|
2023
Q1 | $1.83M | Sell |
54,292
-425
| -0.8% | -$14.3K | 0.67% | 20 |
|
|
2022
Q4 | $1.72M | Buy |
+54,717
| New | +$1.72M | 0.67% | 20 |
|