LGWM
Litman Gregory Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-535
| Closed | -$21K | – | 166 |
|
|
2021
Q1 | $21K | Hold |
535
| – | – | ﹤0.01% | 132 |
|
|
2020
Q4 | $20K | Hold |
535
| – | – | ﹤0.01% | 131 |
|
|
2020
Q3 | $17K | Hold |
535
| – | – | ﹤0.01% | 126 |
|
|
2020
Q2 | $16K | Hold |
535
| – | – | ﹤0.01% | 120 |
|
|
2020
Q1 | $13K | Sell |
535
-1,769
| -77% | -$43K | ﹤0.01% | 115 |
|
|
2019
Q4 | $80K | Buy |
+2,304
| New | +$80K | 0.02% | 81 |
|