Sax Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $309K | Hold |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $244K | Hold |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $262K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $258K | Sell |
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|
2021
Q4 | $279K | Buy |
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