IWA
IVC 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 | $270K | Sell |
6,336
-2,592
| -29% | -$110K | 0.13% | 139 |
|
|
2025
Q1 | $320K | Buy |
8,928
+180
| +2% | +$6.46K | 0.17% | 119 |
|
|
2024
Q4 | $300K | Buy |
8,748
+2,062
| +31% | +$70.8K | 0.17% | 121 |
|
|
2024
Q3 | $258K | Sell |
6,686
-976
| -13% | -$37.6K | 0.14% | 135 |
|
|
2024
Q2 | $273K | Sell |
7,662
-74
| -1% | -$2.63K | 0.15% | 129 |
|
|
2024
Q1 | $277K | Buy |
7,736
+544
| +8% | +$19.5K | 0.16% | 131 |
|
|
2023
Q4 | $251K | Sell |
7,192
-1,871
| -21% | -$65.3K | 0.16% | 128 |
|
|
2023
Q3 | $292K | Buy |
9,063
+717
| +9% | +$23.1K | 0.2% | 110 |
|
|
2023
Q2 | $282K | Buy |
8,346
+1,398
| +20% | +$47.2K | 0.18% | 115 |
|
|
2023
Q1 | $234K | Buy |
6,948
+92
| +1% | +$3.1K | 0.17% | 122 |
|
|
2022
Q4 | $216K | Buy |
+6,856
| New | +$216K | 0.16% | 138 |
|
|
2022
Q3 | – | Sell |
-8,057
| Closed | -$252K | – | 143 |
|
|
2022
Q2 | $252K | Buy |
8,057
+1,014
| +14% | +$31.7K | 0.2% | 116 |
|
|
2022
Q1 | $267K | Buy |
+7,043
| New | +$267K | 0.18% | 122 |
|