Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
10,338
-600
| -5% | -$25.6K | 0.35% | 44 |
|
|
2025
Q1 | $392K | Hold |
10,938
| – | – | 0.36% | 44 |
|
|
2024
Q4 | $376K | Hold |
10,938
| – | – | 0.35% | 43 |
|
|
2024
Q3 | $421K | Sell |
10,938
-557
| -5% | -$21.5K | 0.38% | 42 |
|
|
2024
Q2 | $409K | Sell |
11,495
-300
| -3% | -$10.7K | 0.37% | 43 |
|
|
2024
Q1 | $422K | Sell |
11,795
-64
| -0.5% | -$2.29K | 0.42% | 43 |
|
|
2023
Q4 | $414K | Buy |
+11,859
| New | +$414K | 0.41% | 43 |
|
|
2022
Q3 | $327K | Hold |
11,795
| – | – | 0.37% | 40 |
|
|
2022
Q2 | $368K | Hold |
11,795
| – | – | 0.41% | 38 |
|
|
2022
Q1 | $448K | Buy |
11,795
+1,495
| +15% | +$56.8K | 0.46% | 36 |
|
|
2021
Q4 | $421K | Buy |
+10,300
| New | +$421K | 0.42% | 37 |
|