SFA
Sequoia Financial 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 | $651K | Sell |
15,290
-2,797
| -15% | -$119K | ﹤0.01% | 871 |
|
|
2025
Q1 | $649K | Buy |
18,087
+1,205
| +7% | +$43.2K | 0.01% | 759 |
|
|
2024
Q4 | $580K | Buy |
16,882
+814
| +5% | +$27.9K | 0.01% | 745 |
|
|
2024
Q3 | $619K | Buy |
16,068
+594
| +4% | +$22.9K | 0.01% | 680 |
|
|
2024
Q2 | $551K | Sell |
15,474
-893
| -5% | -$31.8K | 0.01% | 661 |
|
|
2024
Q1 | $586K | Sell |
16,367
-6,183
| -27% | -$221K | 0.01% | 634 |
|
|
2023
Q4 | $787K | Sell |
22,550
-185
| -0.8% | -$6.46K | 0.01% | 598 |
|
|
2023
Q3 | $733K | Buy |
22,735
+338
| +2% | +$10.9K | 0.01% | 409 |
|
|
2023
Q2 | $756K | Buy |
22,397
+861
| +4% | +$29.1K | 0.01% | 406 |
|
|
2023
Q1 | $726K | Sell |
21,536
-6,126
| -22% | -$207K | 0.02% | 379 |
|
|
2022
Q4 | $871K | Sell |
27,662
-10,011
| -27% | -$315K | 0.02% | 317 |
|
|
2022
Q3 | $1.05M | Sell |
37,673
-271,638
| -88% | -$7.53M | 0.03% | 210 |
|
|
2022
Q2 | $9.66M | Sell |
309,311
-22,378
| -7% | -$699K | 0.27% | 71 |
|
|
2022
Q1 | $12.6M | Buy |
331,689
+60
| +0% | +$2.28K | 0.31% | 64 |
|
|
2021
Q4 | $13.6M | Buy |
331,629
+201,145
| +154% | +$8.23M | 0.37% | 53 |
|
|
2021
Q3 | $5.42M | Sell |
130,484
-196,462
| -60% | -$8.16M | 0.55% | 32 |
|
|
2021
Q2 | $13.6M | Buy |
326,946
+7,209
| +2% | +$300K | 0.5% | 33 |
|
|
2021
Q1 | $12.6M | Sell |
319,737
-60,465
| -16% | -$2.38M | 0.53% | 33 |
|
|
2020
Q4 | $14.3M | Sell |
380,202
-4,312
| -1% | -$162K | 0.65% | 27 |
|
|
2020
Q3 | $12.5M | Sell |
384,514
-9,280
| -2% | -$302K | 0.66% | 28 |
|
|
2020
Q2 | $11.6M | Buy |
393,794
+13,193
| +3% | +$390K | 0.69% | 26 |
|
|
2020
Q1 | $9.29M | Buy |
380,601
+13,506
| +4% | +$330K | 0.69% | 23 |
|
|
2019
Q4 | $12.7M | Buy |
367,095
+25,734
| +8% | +$892K | 0.81% | 19 |
|
|
2019
Q3 | $10.9M | Sell |
341,361
-622,592
| -65% | -$19.8M | 0.79% | 20 |
|
|
2019
Q2 | $31.5M | Buy |
963,953
+34,268
| +4% | +$1.12M | 2.34% | 9 |
|
|
2019
Q1 | $30M | Buy |
929,685
+257,693
| +38% | +$8.31M | 2.46% | 8 |
|
|
2018
Q4 | $19.6M | Buy |
671,992
+509,219
| +313% | +$14.8M | 2.26% | 9 |
|
|
2018
Q3 | $5.8M | Buy |
162,773
+8,241
| +5% | +$294K | 0.58% | 31 |
|
|
2018
Q2 | $5.57M | Buy |
154,532
+56,566
| +58% | +$2.04M | 0.59% | 30 |
|
|
2018
Q1 | $3.58M | Buy |
97,966
+2,868
| +3% | +$105K | 0.38% | 53 |
|
|
2017
Q4 | $3.48M | Buy |
95,098
+24,415
| +35% | +$894K | 0.37% | 56 |
|
|
2017
Q3 | $2.53M | Sell |
70,683
-570
| -0.8% | -$20.4K | 0.3% | 67 |
|
|
2017
Q2 | $2.4M | Buy |
71,253
+9,008
| +14% | +$303K | 0.3% | 64 |
|
|
2017
Q1 | $1.95M | Sell |
62,245
-13,877
| -18% | -$435K | 0.25% | 73 |
|
|
2016
Q4 | $2.22M | Buy |
76,122
+3,994
| +6% | +$116K | 0.32% | 60 |
|
|
2016
Q3 | $2.23M | Buy |
72,128
+52,997
| +277% | +$1.64M | 0.42% | 45 |
|
|
2016
Q2 | $551K | Sell |
19,131
-2,992
| -14% | -$86.2K | 0.15% | 107 |
|
|
2016
Q1 | $640K | Buy |
22,123
+2,293
| +12% | +$66.3K | 0.21% | 84 |
|
|
2015
Q4 | $572K | Buy |
19,830
+1,709
| +9% | +$49.3K | 0.23% | 84 |
|
|
2015
Q3 | $517K | Buy |
18,121
+3,548
| +24% | +$101K | 0.22% | 86 |
|
|
2015
Q2 | $456K | Buy |
+14,573
| New | +$456K | 0.19% | 98 |
|