Moneta Group Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.13M | Sell |
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|
2025
Q2 | $7.65M | Buy |
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|
2025
Q1 | $6.01M | Buy |
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|
2024
Q4 | $5.3M | Sell |
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|
2024
Q3 | $5.97M | Sell |
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|
2024
Q2 | $6.27M | Sell |
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|
2024
Q1 | $6.35M | Buy |
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|
2023
Q4 | $4.75M | Sell |
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|
2023
Q3 | $4.45M | Buy |
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|
2023
Q2 | $4.2M | Sell |
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|
2023
Q1 | $4.25M | Buy |
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|
2022
Q4 | $4.02M | Sell |
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|
2022
Q3 | $4.17M | Sell |
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|
2022
Q2 | $5.12M | Buy |
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|
2022
Q1 | $4.7M | Buy |
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|
2021
Q4 | $4.92M | Buy |
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|
2021
Q3 | $4.22M | Buy |
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|
2021
Q2 | $3.82M | Buy |
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|
2021
Q1 | $3.19M | Buy |
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|
2020
Q4 | $2.82M | Buy |
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|
2020
Q3 | $2.36M | Sell |
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|
2020
Q2 | $2.22M | Sell |
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|
2020
Q1 | $2.19M | Sell |
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|
2019
Q4 | $3.12M | Buy |
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|
2019
Q3 | $2.71M | Buy |
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|
2019
Q2 | $2.51M | Sell |
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|
2019
Q1 | $3.79M | Buy |
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|
2018
Q4 | $3.07M | Buy |
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|
2018
Q3 | $2.27M | Buy |
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|
2018
Q2 | $970K | Buy |
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|
2018
Q1 | $696K | Buy |
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|
2017
Q4 | $393K | Buy |
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|
2017
Q3 | $364K | Buy |
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|
2017
Q2 | $330K | Hold |
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|
2017
Q1 | $307K | Buy |
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