SWA
Sax Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
6,800
| – | – | 0.02% | 344 |
|
|
2025
Q1 | $244K | Hold |
6,800
| – | – | 0.02% | 321 |
|
|
2024
Q4 | $233K | Hold |
6,800
| – | – | 0.02% | 304 |
|
|
2024
Q3 | $262K | Buy |
+6,800
| New | +$262K | 0.02% | 237 |
|
|
2024
Q2 | – | Sell |
-6,800
| Closed | -$243K | – | 282 |
|
|
2024
Q1 | $243K | Hold |
6,800
| – | – | 0.03% | 164 |
|
|
2023
Q4 | $237K | Sell |
6,800
-3
| -0% | -$105 | 0.04% | 166 |
|
|
2023
Q3 | $219K | Hold |
6,803
| – | – | 0.04% | 168 |
|
|
2023
Q2 | $230K | Hold |
6,803
| – | – | 0.05% | 154 |
|
|
2023
Q1 | $229K | Hold |
6,803
| – | – | 0.05% | 156 |
|
|
2022
Q4 | $214K | Buy |
+6,803
| New | +$214K | 0.05% | 153 |
|
|
2022
Q3 | – | Sell |
-6,803
| Closed | -$212K | – | 168 |
|
|
2022
Q2 | $212K | Hold |
6,803
| – | – | 0.05% | 153 |
|
|
2022
Q1 | $258K | Sell |
6,803
-20
| -0.3% | -$758 | 0.06% | 147 |
|
|
2021
Q4 | $279K | Buy |
+6,823
| New | +$279K | 0.06% | 149 |
|