SWM
Seaside Wealth Management’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 | $335K | Sell |
7,857
-257
| -3% | -$10.9K | 0.11% | 49 |
|
|
2025
Q1 | $291K | Sell |
8,114
-413
| -5% | -$14.8K | 0.1% | 46 |
|
|
2024
Q4 | $293K | Sell |
8,527
-370
| -4% | -$12.7K | 0.11% | 44 |
|
|
2024
Q3 | $343K | Sell |
8,897
-831
| -9% | -$32K | 0.13% | 42 |
|
|
2024
Q2 | $346K | Sell |
9,728
-88
| -0.9% | -$3.13K | 0.14% | 41 |
|
|
2024
Q1 | $351K | Sell |
9,816
-196
| -2% | -$7.02K | 0.15% | 36 |
|
|
2023
Q4 | $349K | Sell |
10,012
-585
| -6% | -$20.4K | 0.16% | 36 |
|
|
2023
Q3 | $342K | Sell |
10,597
-709
| -6% | -$22.9K | 0.17% | 35 |
|
|
2023
Q2 | $382K | Sell |
11,306
-112,898
| -91% | -$3.81M | 0.2% | 33 |
|
|
2023
Q1 | $4.18M | Buy |
124,204
+6,939
| +6% | +$234K | 2.54% | 10 |
|
|
2022
Q4 | $3.69M | Buy |
117,265
+5,828
| +5% | +$183K | 2.44% | 11 |
|
|
2022
Q3 | $3.24M | Buy |
111,437
+16,542
| +17% | +$482K | 2.24% | 11 |
|
|
2022
Q2 | $3.17M | Buy |
+94,895
| New | +$3.17M | 2.4% | 11 |
|