MAM
McLean Asset 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
26,492
+1,304
| +5% | +$55.7K | 0.3% | 44 |
|
2025
Q1 | $819K | Buy |
25,188
+970
| +4% | +$31.6K | 0.27% | 48 |
|
2024
Q4 | $831K | Buy |
24,218
+322
| +1% | +$11.1K | 0.25% | 54 |
|
2024
Q3 | $910K | Buy |
23,896
+1,231
| +5% | +$46.9K | 0.27% | 48 |
|
2024
Q2 | $827K | Sell |
22,665
-412
| -2% | -$15K | 0.27% | 48 |
|
2024
Q1 | $826K | Buy |
23,077
+2,032
| +10% | +$72.8K | 0.28% | 48 |
|
2023
Q4 | $716K | Buy |
21,045
+593
| +3% | +$20.2K | 0.27% | 49 |
|
2023
Q3 | $656K | Buy |
20,452
+867
| +4% | +$27.8K | 0.27% | 52 |
|
2023
Q2 | $661K | Buy |
19,585
+853
| +5% | +$28.8K | 0.26% | 52 |
|
2023
Q1 | $631K | Sell |
18,732
-8,607
| -31% | -$290K | 0.26% | 49 |
|
2022
Q4 | $860K | Buy |
+27,339
| New | +$860K | 0.29% | 47 |
|