Merriman Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Merriman Wealth Management’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$265K	Buy	7,713 +144	+2%	+$4.94K	0.01%	179
2024 Q3	$292K	Sell	7,569 -126	-2%	-$4.86K	0.01%	174
2024 Q2	$274K	Sell	7,695 -150	-2%	-$5.34K	0.01%	180
2024 Q1	$281K	Buy	7,845 +150	+2%	+$5.37K	0.01%	174
2023 Q4	$268K	Hold	7,695	–	–	0.01%	165
2023 Q3	$248K	Sell	7,695 -134,727	-95%	-$4.34M	0.01%	162
2023 Q2	$4.81M	Sell	142,422 -7,760	-5%	-$262K	0.24%	55
2023 Q1	$5.06M	Buy	150,182 +4,082	+3%	+$138K	0.26%	45
2022 Q4	$4.6M	Buy	146,100 +138,415	+1,801%	+$4.36M	0.24%	53
2022 Q3	$213K	Sell	7,685 -19,897	-72%	-$551K	0.01%	163
2022 Q2	$861K	Sell	27,582 -3,412	-11%	-$107K	0.06%	72
2022 Q1	$1.18M	Buy	30,994 +11,494	+59%	+$436K	0.1%	73
2021 Q4	$798K	Buy	19,500 +143	+0.7%	+$5.85K	0.06%	120
2021 Q3	$804K	Hold	19,357	–	–	0.07%	111
2021 Q2	$805K	Buy	19,357 +215	+1%	+$8.94K	0.07%	130
2021 Q1	$755K	Sell	19,142 -985	-5%	-$38.9K	0.09%	104
2020 Q4	$758K	Sell	20,127 -16,633	-45%	-$626K	0.08%	126
2020 Q3	$1.2M	Hold	36,760	–	–	0.18%	75
2020 Q2	$1.09M	Sell	36,760 -99,521	-73%	-$2.94M	0.17%	81
2020 Q1	$3.33M	Sell	136,281 -12,444	-8%	-$304K	0.72%	23
2019 Q4	$5.15M	Buy	148,725 +1,372	+0.9%	+$47.5K	0.99%	31
2019 Q3	$4.69M	Sell	147,353 -24,103	-14%	-$767K	0.95%	33
2019 Q2	$56.2K	Buy	171,456 +17,440	+11%	+$5.72K	1.08%	29
2019 Q1	$4.97M	Sell	154,016 -38,190	-20%	-$1.23M	0.94%	37
2018 Q4	$5.71M	Buy	192,206 +126,744	+194%	+$3.76M	1.23%	16
2018 Q3	$2.33M	Buy	+65,462	New	+$2.33M	0.5%	39
2018 Q1	–	Sell	-211,460	Closed	-$7.75M	–	204
2017 Q4	$7.75M	Buy	211,460 +11,632	+6%	+$426K	1.89%	9
2017 Q3	$7.16M	Sell	199,828 -775	-0.4%	-$27.8K	1.7%	11
2017 Q2	$6.75M	Sell	200,603 -2,655	-1%	-$89.3K	1.88%	12
2017 Q1	$6.37M	Buy	203,258 +196,116	+2,746%	+$6.14M	1.55%	18
2016 Q4	$209K	Buy	+7,142	New	+$209K	0.06%	119