Sound Financial Strategies Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-29,211
| Closed | -$1.2M | – | 101 |
|
|
2021
Q4 | $1.2M | Sell |
29,211
-38,792
| -57% | -$1.59M | 0.6% | 20 |
|
|
2021
Q3 | $2.82M | Sell |
68,003
-17,265
| -20% | -$717K | 1.42% | 7 |
|
|
2021
Q2 | $3.55M | Buy |
85,268
+47,116
| +123% | +$1.96M | 1.77% | 6 |
|
|
2021
Q1 | $1.5M | Sell |
38,152
-90,114
| -70% | -$3.55M | 0.77% | 9 |
|
|
2020
Q4 | $4.83M | Buy |
+128,266
| New | +$4.83M | 2.64% | 5 |
|