Morton Brown Family Wealth’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 | $3.4M | Sell |
|
|||||
|
2025
Q2 | $3.22M | Buy |
|
|||||
|
2025
Q1 | $2.64M | Sell |
|
|||||
|
2024
Q4 | $2.76M | Sell |
|
|||||
|
2024
Q3 | $4.42M | Sell |
|
|||||
|
2024
Q2 | $10.8M | Sell |
|
|||||
|
2024
Q1 | $14.5M | Buy |
|
|||||
|
2023
Q4 | $13.1M | Buy |
|
|||||
|
2023
Q3 | $11.3M | Buy |
|
|||||
|
2023
Q2 | $10.9M | Buy |
|
|||||
|
2023
Q1 | $9.61M | Buy |
|
|||||
|
2022
Q4 | $7.89M | Buy |
|
|||||
|
2022
Q3 | $6.35M | Buy |
|
|||||
|
2022
Q2 | $6.75M | Buy |
|
|||||
|
2022
Q1 | $7.35M | Buy |
|
|||||
|
2021
Q4 | $6.89M | Buy |
|