Morton Brown Family Wealth’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 | $3.22M | Buy |
75,592
+2,063
| +3% | +$87.9K | 0.98% | 15 |
|
|
2025
Q1 | $2.64M | Sell |
73,529
-6,957
| -9% | -$250K | 0.9% | 17 |
|
|
2024
Q4 | $2.76M | Sell |
80,486
-34,345
| -30% | -$1.18M | 0.96% | 15 |
|
|
2024
Q3 | $4.42M | Sell |
114,831
-177,768
| -61% | -$6.85M | 1.57% | 14 |
|
|
2024
Q2 | $10.8M | Sell |
292,599
-111,824
| -28% | -$4.12M | 4.25% | 7 |
|
|
2024
Q1 | $14.5M | Buy |
404,423
+28,863
| +8% | +$1.03M | 5.98% | 5 |
|
|
2023
Q4 | $13.1M | Buy |
375,560
+25,461
| +7% | +$888K | 5.74% | 5 |
|
|
2023
Q3 | $11.3M | Buy |
350,099
+28,648
| +9% | +$924K | 5.77% | 6 |
|
|
2023
Q2 | $10.9M | Buy |
321,451
+36,397
| +13% | +$1.23M | 5.8% | 5 |
|
|
2023
Q1 | $9.61M | Buy |
285,054
+34,254
| +14% | +$1.15M | 5.73% | 5 |
|
|
2022
Q4 | $7.89M | Buy |
250,800
+21,966
| +10% | +$691K | 5.38% | 6 |
|
|
2022
Q3 | $6.35M | Buy |
228,834
+12,625
| +6% | +$350K | 5.06% | 8 |
|
|
2022
Q2 | $6.75M | Buy |
216,209
+22,517
| +12% | +$703K | 5.23% | 7 |
|
|
2022
Q1 | $7.35M | Buy |
193,692
+25,335
| +15% | +$962K | 5.56% | 6 |
|
|
2021
Q4 | $6.89M | Buy |
+168,357
| New | +$6.89M | 5.28% | 6 |
|