OPWM
Oakwell Private Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
26,422
| – | – | 0.26% | 36 |
|
|
2025
Q1 | $948K | Sell |
26,422
-296
| -1% | -$10.6K | 0.26% | 35 |
|
|
2024
Q4 | $917K | Sell |
26,718
-137
| -0.5% | -$4.7K | 0.26% | 34 |
|
|
2024
Q3 | $1.03M | Sell |
26,855
-3,423
| -11% | -$132K | 0.3% | 34 |
|
|
2024
Q2 | $1.08M | Sell |
30,278
-1,073
| -3% | -$38.2K | 0.3% | 35 |
|
|
2024
Q1 | $1.12M | Sell |
31,351
-447
| -1% | -$16K | 0.34% | 33 |
|
|
2023
Q4 | $1.11M | Sell |
31,798
-305
| -1% | -$10.6K | 0.39% | 29 |
|
|
2023
Q3 | $1.04M | Sell |
32,103
-290
| -0.9% | -$9.35K | 0.44% | 29 |
|
|
2023
Q2 | $1.09M | Sell |
32,393
-293
| -0.9% | -$9.9K | 0.46% | 28 |
|
|
2023
Q1 | $1.1M | Sell |
32,686
-2,146
| -6% | -$72.3K | 0.5% | 30 |
|
|
2022
Q4 | $1.1M | Sell |
34,832
-9,542
| -22% | -$300K | 0.52% | 27 |
|
|
2022
Q3 | $1.23M | Buy |
44,374
+13,961
| +46% | +$387K | 0.68% | 22 |
|
|
2022
Q2 | $950K | Buy |
30,413
+9,600
| +46% | +$300K | 0.54% | 27 |
|
|
2022
Q1 | $790K | Buy |
20,813
+2,179
| +12% | +$82.7K | 0.4% | 33 |
|
|
2021
Q4 | $763K | Sell |
18,634
-234
| -1% | -$9.58K | 0.38% | 31 |
|
|
2021
Q3 | $783K | Sell |
18,868
-39,843
| -68% | -$1.65M | 0.42% | 28 |
|
|
2021
Q2 | $2.44M | Buy |
58,711
+5,627
| +11% | +$234K | 1.57% | 16 |
|
|
2021
Q1 | $2.09M | Buy |
53,084
+5,304
| +11% | +$209K | 1.48% | 16 |
|
|
2020
Q4 | $1.8M | Buy |
+47,780
| New | +$1.8M | 1.41% | 16 |
|