Moran Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,926
| Closed | -$211K | – | 421 |
|
|
2024
Q2 | $211K | Sell |
5,926
-13,333
| -69% | -$474K | 0.01% | 382 |
|
|
2024
Q1 | $689K | Buy |
19,259
+4,711
| +32% | +$169K | 0.02% | 314 |
|
|
2023
Q4 | $508K | Buy |
14,548
+982
| +7% | +$34.3K | 0.02% | 338 |
|
|
2023
Q3 | $438K | Buy |
13,566
+2,468
| +22% | +$79.6K | 0.02% | 315 |
|
|
2023
Q2 | $375K | Buy |
11,098
+1,566
| +16% | +$52.9K | 0.01% | 324 |
|
|
2023
Q1 | $321K | Buy |
+9,532
| New | +$321K | 0.01% | 325 |
|