Kavar Capital Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,096
| Closed | -$36K | – | 386 |
|
|
2019
Q2 | $36K | Buy |
+1,096
| New | +$36K | 0.01% | 260 |
|
|
2018
Q3 | – | Sell |
-1,422
| Closed | -$51K | – | 325 |
|
|
2018
Q2 | $51K | Hold |
1,422
| – | – | 0.03% | 188 |
|
|
2018
Q1 | $52K | Buy |
+1,422
| New | +$52K | 0.03% | 182 |
|
|
2016
Q1 | – | Sell |
-2,154
| Closed | -$62K | – | 335 |
|
|
2015
Q4 | $62K | Sell |
2,154
-675
| -24% | -$19.4K | 0.04% | 156 |
|
|
2015
Q3 | $76K | Sell |
2,829
-1,355
| -32% | -$36.4K | 0.05% | 149 |
|
|
2015
Q2 | $130K | Buy |
+4,184
| New | +$130K | 0.09% | 134 |
|
|
2014
Q2 | – | Sell |
-5,107
| Closed | -$168K | – | 377 |
|
|
2014
Q1 | $168K | Buy |
5,107
+391
| +8% | +$12.9K | 0.14% | 134 |
|
|
2013
Q4 | $150K | Buy |
+4,716
| New | +$150K | 0.13% | 126 |
|