Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,640
| Closed | -$799K | – | 223 |
|
|
2023
Q1 | $799K | Buy |
+23,640
| New | +$799K | 0.16% | 81 |
|
|
2021
Q4 | – | Sell |
-112
| Closed | -$5K | – | 913 |
|
|
2021
Q3 | $5K | Buy |
+112
| New | +$5K | ﹤0.01% | 954 |
|
|
2020
Q3 | – | Sell |
-115
| Closed | -$3K | – | 940 |
|
|
2020
Q2 | $3K | Buy |
+115
| New | +$3K | ﹤0.01% | 704 |
|