McClarren Financial Advisors’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 | – | Sell |
-254
| Closed | -$105K | – | 252 |
|
2025
Q1 | $105K | Buy |
+254
| New | +$105K | 0.07% | 101 |
|
2024
Q4 | – | Sell |
-215
| Closed | -$563 | – | 292 |
|
2024
Q3 | $563 | Buy |
215
+144
| +203% | +$377 | 0.07% | 49 |
|
2024
Q2 | $99K | Sell |
71
-2,716
| -97% | -$3.79M | 0.07% | 109 |
|
2024
Q1 | $100K | Buy |
2,787
+1
| +0% | +$36 | 0.07% | 105 |
|
2023
Q4 | $97K | Buy |
2,786
+72
| +3% | +$2.51K | 0.07% | 112 |
|
2023
Q3 | $87K | Hold |
2,714
| – | – | 0.08% | 111 |
|
2023
Q2 | $91K | Buy |
+2,714
| New | +$91K | 0.08% | 112 |
|