Seneca Financial 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
2026 Q1	$1.37M	Hold	29,225	–	–	0.4%	28
2025 Q4	$1.33M	Buy	29,225 +785	+3%	+$35.6K	0.4%	30
2025 Q3	$1.29M	Sell	28,440 -11,850	-29%	-$520K	0.42%	32
2025 Q2	$1.72M	Sell	40,290 -10,908	-21%	-$423K	0.66%	25
2025 Q1	$1.84M	Sell	51,198 -2,131	-4%	-$76.1K	0.89%	19
2024 Q4	$1.83M	Buy	53,329 +5,556	+12%	+$202K	0.91%	19
2024 Q3	$1.84M	Buy	47,773 +1,595	+3%	+$58.7K	0.9%	19
2024 Q2	$1.64M	Sell	46,178 -832	-2%	-$29.7K	0.85%	22
2024 Q1	$1.68M	Buy	47,010 +355	+0.8%	+$12.2K	0.9%	23
2023 Q4	$1.63M	Buy	46,655 +3,376	+8%	+$110K	0.94%	22
2023 Q3	$1.4M	Sell	43,279 -5,907	-12%	-$200K	0.96%	21
2023 Q2	$1.66M	Sell	49,186 -925	-2%	-$31.3K	1.1%	19
2023 Q1	$1.69M	Sell	50,111 -16,020	-24%	-$535K	1.09%	21
2022 Q4	$2.08M	Buy	66,131 +11,579	+21%	+$353K	1.32%	18
2022 Q3	$1.51M	Buy	54,552 +7,660	+16%	+$241K	1.08%	17
2022 Q2	$1.46M	Buy	46,892 +20,531	+78%	+$711K	0.99%	18
2022 Q1	$1M	Buy	26,361 +4,187	+19%	+$160K	0.61%	26
2021 Q4	$908K	Buy	22,174 +2,696	+14%	+$112K	0.54%	25
2021 Q3	$809K	Buy	19,478 +73	+0.4%	+$3.1K	0.54%	23
2021 Q2	$807K	Buy	19,405 +2,250	+13%	+$93.9K	0.53%	23
2021 Q1	$676K	Sell	17,155 -1,971	-10%	-$76.9K	0.48%	24
2020 Q4	$720K	Buy	+19,126	New	+$668K	0.55%	25

Other funds holding SCHC