IVC Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $354K | Buy |
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|
2025
Q2 | $270K | Sell |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $267K | Buy |
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