Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1K | Hold |
378
| – | – | ﹤0.01% | 501 |
|
|
2025
Q1 | $13.6K | Hold |
378
| – | – | ﹤0.01% | 528 |
|
|
2024
Q4 | $13K | Sell |
378
-364
| -49% | -$12.5K | ﹤0.01% | 545 |
|
|
2024
Q3 | $28.6K | Hold |
742
| – | – | ﹤0.01% | 470 |
|
|
2024
Q2 | $26.4K | Buy |
742
+346
| +87% | +$12.3K | ﹤0.01% | 433 |
|
|
2024
Q1 | $14.2K | Buy |
396
+93
| +31% | +$3.33K | ﹤0.01% | 554 |
|
|
2023
Q4 | $10.6K | Buy |
303
+266
| +719% | +$9.28K | ﹤0.01% | 549 |
|
|
2023
Q3 | $1.19K | Buy |
+37
| New | +$1.19K | ﹤0.01% | 682 |
|
|
2023
Q1 | – | Sell |
-2,235
| Closed | -$70.3K | – | 924 |
|
|
2022
Q4 | $70.3K | Buy |
2,235
+2,208
| +8,178% | +$69.5K | 0.01% | 275 |
|
|
2022
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 827 |
|
|
2022
Q2 | – | Sell |
-230
| Closed | -$9K | – | 1053 |
|
|
2022
Q1 | $9K | Sell |
230
-54
| -19% | -$2.11K | ﹤0.01% | 615 |
|
|
2021
Q4 | $12K | Hold |
284
| – | – | ﹤0.01% | 665 |
|
|
2021
Q3 | $12K | Hold |
284
| – | – | ﹤0.01% | 665 |
|
|
2021
Q2 | $12K | Hold |
284
| – | – | ﹤0.01% | 657 |
|
|
2021
Q1 | $11K | Buy |
+284
| New | +$11K | ﹤0.01% | 637 |
|
|
2020
Q1 | – | Sell |
-4,227
| Closed | -$146K | – | 830 |
|
|
2019
Q4 | $146K | Hold |
4,227
| – | – | 0.05% | 194 |
|
|
2019
Q3 | $134K | Buy |
+4,227
| New | +$134K | 0.04% | 209 |
|
|
2019
Q1 | – | Sell |
-41
| Closed | -$1K | – | 913 |
|
|
2018
Q4 | $1K | Sell |
41
-133
| -76% | -$3.24K | ﹤0.01% | 826 |
|
|
2018
Q3 | $6K | Buy |
+174
| New | +$6K | ﹤0.01% | 572 |
|
|
2018
Q2 | – | Sell |
-271
| Closed | -$10K | – | 947 |
|
|
2018
Q1 | $10K | Hold |
271
| – | – | 0.01% | 608 |
|
|
2017
Q4 | $10K | Hold |
271
| – | – | 0.01% | 598 |
|
|
2017
Q3 | $10K | Buy |
+271
| New | +$10K | 0.01% | 545 |
|