Private Wealth Management Group’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 | $502K | Sell |
11,779
-749
| -6% | -$31.9K | 0.17% | 51 |
|
2025
Q1 | $450K | Sell |
12,528
-265
| -2% | -$9.51K | 0.17% | 51 |
|
2024
Q4 | $439K | Hold |
12,793
| – | – | 0.17% | 50 |
|
2024
Q3 | $493K | Sell |
12,793
-518
| -4% | -$20K | 0.19% | 48 |
|
2024
Q2 | $474K | Sell |
13,311
-255
| -2% | -$9.07K | 0.21% | 47 |
|
2024
Q1 | $486K | Sell |
13,566
-376
| -3% | -$13.5K | 0.22% | 41 |
|
2023
Q4 | $486K | Buy |
+13,942
| New | +$486K | 0.24% | 42 |
|