MBL Wealth’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 | $277K | Hold |
6,500
| – | – | 0.03% | 199 |
|
|
2025
Q1 | $233K | Hold |
6,500
| – | – | 0.02% | 213 |
|
|
2024
Q4 | $223K | Hold |
6,500
| – | – | 0.02% | 205 |
|
|
2024
Q3 | $250K | Hold |
6,500
| – | – | 0.03% | 175 |
|
|
2024
Q2 | $231K | Hold |
6,500
| – | – | 0.03% | 181 |
|
|
2024
Q1 | $233K | Hold |
6,500
| – | – | 0.03% | 174 |
|
|
2023
Q4 | $227K | Sell |
6,500
-200
| -3% | -$6.98K | 0.03% | 164 |
|
|
2023
Q3 | $216K | Sell |
6,700
-1,100
| -14% | -$35.5K | 0.03% | 157 |
|
|
2023
Q2 | $263K | Hold |
7,800
| – | – | 0.04% | 142 |
|
|
2023
Q1 | $263K | Sell |
7,800
-520
| -6% | -$17.5K | 0.04% | 134 |
|
|
2022
Q4 | $262K | Buy |
8,320
+435
| +6% | +$13.7K | 0.05% | 135 |
|
|
2022
Q3 | $219K | Buy |
+7,885
| New | +$219K | 0.05% | 144 |
|