Peak Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,881
| Closed | -$241K | – | 103 |
|
|
2021
Q4 | $241K | Sell |
5,881
-4,179
| -42% | -$171K | 0.19% | 65 |
|
|
2021
Q3 | $418K | Sell |
10,060
-2,296
| -19% | -$95.4K | 0.37% | 46 |
|
|
2021
Q2 | $514K | Sell |
12,356
-23
| -0.2% | -$957 | 0.44% | 46 |
|
|
2021
Q1 | $488K | Buy |
12,379
+6,858
| +124% | +$270K | 0.41% | 49 |
|
|
2020
Q4 | $208K | Buy |
+5,521
| New | +$208K | 0.18% | 54 |
|