JFS Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

JFS Wealth Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$57.7K	Buy	1,355 +3	+0.2%	+$128	﹤0.01%	450
2025 Q1	$48.5K	Hold	1,352	–	–	﹤0.01%	480
2024 Q4	$46.4K	Buy	1,352 +38	+3%	+$1.31K	﹤0.01%	475
2024 Q3	$50.6K	Buy	1,314 +177	+16%	+$6.82K	﹤0.01%	465
2024 Q2	$40.4K	Hold	1,137	–	–	﹤0.01%	457
2024 Q1	$40.7K	Hold	1,137	–	–	﹤0.01%	472
2023 Q4	$39.7K	Buy	1,137 +30	+3%	+$1.05K	﹤0.01%	447
2023 Q3	$35.7K	Hold	1,107	–	–	﹤0.01%	420
2023 Q2	$37.4K	Buy	1,107 +5	+0.5%	+$169	﹤0.01%	410
2023 Q1	$37.1K	Hold	1,102	–	–	﹤0.01%	409
2022 Q4	$34.7K	Buy	1,102 +19	+2%	+$598	﹤0.01%	417
2022 Q3	$30K	Hold	1,083	–	–	﹤0.01%	481
2022 Q2	$34K	Hold	1,083	–	–	﹤0.01%	477
2022 Q1	$41K	Hold	1,083	–	–	﹤0.01%	467
2021 Q4	$44K	Buy	1,083 +27	+3%	+$1.1K	﹤0.01%	442
2021 Q3	$44K	Hold	1,056	–	–	﹤0.01%	433
2021 Q2	$44K	Buy	1,056 +6	+0.6%	+$250	0.01%	285
2021 Q1	$41K	Hold	1,050	–	–	0.01%	269
2020 Q4	$40K	Buy	1,050 +17	+2%	+$648	0.01%	265
2020 Q3	$34K	Hold	1,033	–	–	0.01%	270
2020 Q2	$31K	Hold	1,033	–	–	0.01%	269
2020 Q1	$25K	Hold	1,033	–	–	0.01%	260
2019 Q4	$36K	Buy	1,033 +28	+3%	+$976	0.01%	263
2019 Q3	$32K	Buy	1,005 +5	+0.5%	+$159	0.01%	268
2019 Q2	$33K	Hold	1,000	–	–	0.01%	265
2019 Q1	$32K	Hold	1,000	–	–	0.01%	256
2018 Q4	$29K	Hold	1,000	–	–	0.01%	260
2018 Q3	$36K	Hold	1,000	–	–	0.01%	267
2018 Q2	$36K	Hold	1,000	–	–	0.01%	265
2018 Q1	$37K	Sell	1,000 -65	-6%	-$2.41K	0.01%	268
2017 Q4	$39K	Buy	1,065 +65	+7%	+$2.38K	0.01%	273
2017 Q3	$36K	Hold	1,000	–	–	0.01%	271
2017 Q2	$34K	Hold	1,000	–	–	0.01%	254
2017 Q1	$29K	Hold	1,000	–	–	0.01%	268
2016 Q4	$29K	Hold	1,000	–	–	0.01%	268
2016 Q3	$31K	Sell	1,000 -1,980	-66%	-$61.4K	0.01%	282
2016 Q2	$86K	Hold	2,980	–	–	0.02%	212
2016 Q1	$86K	Hold	2,980	–	–	0.03%	188
2015 Q4	$86K	Buy	+2,980	New	+$86K	0.02%	190