Madison 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
Q3 | $493K | Hold |
15,300
| – | – | 0.1% | 108 |
|
|
2023
Q2 | $517K | Hold |
15,300
| – | – | 0.1% | 113 |
|
|
2023
Q1 | $516K | Sell |
15,300
-500
| -3% | -$16.9K | 0.11% | 110 |
|
|
2022
Q4 | $497K | Hold |
15,800
| – | – | 0.11% | 112 |
|
|
2022
Q3 | $438K | Hold |
15,800
| – | – | 0.11% | 112 |
|
|
2022
Q2 | $493K | Sell |
15,800
-75
| -0.5% | -$2.34K | 0.12% | 110 |
|
|
2022
Q1 | $603K | Hold |
15,875
| – | – | 0.13% | 107 |
|
|
2021
Q4 | $650K | Hold |
15,875
| – | – | 0.13% | 103 |
|
|
2021
Q3 | $659K | Sell |
15,875
-1,980
| -11% | -$82.2K | 0.14% | 100 |
|
|
2021
Q2 | $743K | Sell |
17,855
-425
| -2% | -$17.7K | 0.16% | 98 |
|
|
2021
Q1 | $721K | Hold |
18,280
| – | – | 0.18% | 93 |
|
|
2020
Q4 | $688K | Sell |
18,280
-375
| -2% | -$14.1K | 0.18% | 87 |
|
|
2020
Q3 | $607K | Sell |
18,655
-2,480
| -12% | -$80.7K | 0.18% | 84 |
|
|
2020
Q2 | $625K | Buy |
21,135
+1,020
| +5% | +$30.2K | 0.21% | 79 |
|
|
2020
Q1 | $491K | Buy |
20,115
+3,930
| +24% | +$95.9K | 0.2% | 84 |
|
|
2019
Q4 | $561K | Buy |
+16,185
| New | +$561K | 0.16% | 91 |
|