MCIA
Mountain Capital Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,744
| Closed | -$232K | – | 112 |
|
|
2021
Q4 | $232K | Sell |
5,744
-90,061
| -94% | -$3.64M | 0.11% | 113 |
|
|
2021
Q3 | $3.97M | Sell |
95,805
-81,558
| -46% | -$3.38M | 2.1% | 9 |
|
|
2021
Q2 | $7.33M | Buy |
177,363
+161,238
| +1,000% | +$6.67M | 3.38% | 7 |
|
|
2021
Q1 | $661K | Buy |
16,125
+10,825
| +204% | +$444K | 0.33% | 103 |
|
|
2020
Q4 | $202K | Buy |
+5,300
| New | +$202K | 0.12% | 133 |
|
|
2018
Q3 | – | Sell |
-130,855
| Closed | -$4.72M | – | 49 |
|
|
2018
Q2 | $4.72M | Buy |
130,855
+1,581
| +1% | +$57K | 4.61% | 6 |
|
|
2018
Q1 | $4.72M | Buy |
129,274
+76,447
| +145% | +$2.79M | 5.12% | 7 |
|
|
2017
Q4 | $1.94M | Buy |
52,827
+44,986
| +574% | +$1.65M | 1.87% | 12 |
|
|
2017
Q3 | $281K | Buy |
+7,841
| New | +$281K | 0.25% | 26 |
|