Spire Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-334
| Closed | -$12K | – | 2534 |
|
2025
Q1 | $12K | Buy |
334
+146
| +78% | +$5.24K | ﹤0.01% | 1782 |
|
2024
Q4 | $6.46K | Buy |
188
+4
| +2% | +$137 | ﹤0.01% | 1979 |
|
2024
Q3 | $7.09K | Buy |
184
+108
| +142% | +$4.16K | ﹤0.01% | 1736 |
|
2024
Q2 | $2.7K | Sell |
76
-435
| -85% | -$15.5K | ﹤0.01% | 1954 |
|
2024
Q1 | $18.3K | Buy |
511
+436
| +581% | +$15.6K | ﹤0.01% | 1547 |
|
2023
Q4 | $2.51K | Hold |
75
| – | – | ﹤0.01% | 2101 |
|
2023
Q3 | $2.42K | Hold |
75
| – | – | ﹤0.01% | 2097 |
|
2023
Q2 | $2.53K | Sell |
75
-724
| -91% | -$24.5K | ﹤0.01% | 2158 |
|
2023
Q1 | $26.9K | Buy |
799
+724
| +965% | +$24.4K | ﹤0.01% | 1490 |
|
2022
Q4 | $2K | Sell |
75
-4
| -5% | -$107 | ﹤0.01% | 2099 |
|
2022
Q3 | $2K | Sell |
79
-229
| -74% | -$5.8K | ﹤0.01% | 1991 |
|
2022
Q2 | $10K | Sell |
308
-1,501
| -83% | -$48.7K | ﹤0.01% | 1927 |
|
2022
Q1 | $69K | Buy |
1,809
+1,207
| +200% | +$46K | ﹤0.01% | 1322 |
|
2021
Q4 | $25K | Buy |
602
+127
| +27% | +$5.27K | ﹤0.01% | 2042 |
|
2021
Q3 | $20K | Sell |
475
-636
| -57% | -$26.8K | ﹤0.01% | 1860 |
|
2021
Q2 | $46K | Buy |
1,111
+821
| +283% | +$34K | ﹤0.01% | 1516 |
|
2021
Q1 | $11K | Buy |
+290
| New | +$11K | ﹤0.01% | 2386 |
|