Marshall Financial Group (Pennsylvania)’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 | $866K | Sell |
20,339
-237
| -1% | -$10.1K | 0.26% | 32 |
|
|
2025
Q1 | $738K | Sell |
20,576
-738
| -3% | -$26.5K | 0.23% | 32 |
|
|
2024
Q4 | $732K | Buy |
21,314
+693
| +3% | +$23.8K | 0.22% | 34 |
|
|
2024
Q3 | $795K | Buy |
20,621
+4,199
| +26% | +$162K | 0.24% | 34 |
|
|
2024
Q2 | $584K | Sell |
16,422
-52
| -0.3% | -$1.85K | 0.19% | 37 |
|
|
2024
Q1 | $590K | Buy |
16,474
+108
| +0.7% | +$3.87K | 0.19% | 37 |
|
|
2023
Q4 | $571K | Buy |
16,366
+421
| +3% | +$14.7K | 0.2% | 36 |
|
|
2023
Q3 | $514K | Hold |
15,945
| – | – | 0.21% | 34 |
|
|
2023
Q2 | $538K | Buy |
15,945
+79
| +0.5% | +$2.67K | 0.21% | 34 |
|
|
2023
Q1 | $535K | Hold |
15,866
| – | – | 0.22% | 37 |
|
|
2022
Q4 | $499K | Buy |
15,866
+271
| +2% | +$8.53K | 0.21% | 38 |
|
|
2022
Q3 | $433K | Hold |
15,595
| – | – | 0.2% | 40 |
|
|
2022
Q2 | $487K | Hold |
15,595
| – | – | 0.22% | 38 |
|
|
2022
Q1 | $592K | Buy |
15,595
+6
| +0% | +$228 | 0.24% | 37 |
|
|
2021
Q4 | $638K | Sell |
15,589
-1,819
| -10% | -$74.4K | 0.25% | 37 |
|
|
2021
Q3 | $723K | Hold |
17,408
| – | – | 0.3% | 33 |
|
|
2021
Q2 | $724K | Buy |
17,408
+89
| +0.5% | +$3.7K | 0.31% | 31 |
|
|
2021
Q1 | $683K | Hold |
17,319
| – | – | 0.31% | 31 |
|
|
2020
Q4 | $652K | Buy |
17,319
+280
| +2% | +$10.5K | 0.32% | 32 |
|
|
2020
Q3 | $554K | Hold |
17,039
| – | – | 0.33% | 32 |
|
|
2020
Q2 | $504K | Sell |
17,039
-4,519
| -21% | -$134K | 0.33% | 33 |
|
|
2020
Q1 | $526K | Buy |
21,558
+6,584
| +44% | +$161K | 0.43% | 30 |
|
|
2019
Q4 | $519K | Buy |
14,974
+55
| +0.4% | +$1.91K | 0.35% | 33 |
|
|
2019
Q3 | $474K | Buy |
14,919
+9
| +0.1% | +$286 | 0.36% | 31 |
|
|
2019
Q2 | $487K | Sell |
14,910
-1,891
| -11% | -$61.8K | 0.37% | 31 |
|
|
2019
Q1 | $542K | Sell |
16,801
-17,953
| -52% | -$579K | 0.44% | 27 |
|
|
2018
Q4 | $1.01M | Buy |
+34,754
| New | +$1.01M | 0.96% | 19 |
|