Stone Summit Wealth’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 | $1.85M | Sell |
43,405
-268
| -0.6% | -$11.4K | 0.57% | 55 |
|
2025
Q1 | $1.57M | Buy |
43,673
+1,224
| +3% | +$43.9K | 0.53% | 60 |
|
2024
Q4 | $1.46M | Buy |
42,449
+771
| +2% | +$26.5K | 0.49% | 59 |
|
2024
Q3 | $1.61M | Buy |
41,678
+2,550
| +7% | +$98.3K | 0.52% | 60 |
|
2024
Q2 | $1.39M | Sell |
39,128
-298
| -0.8% | -$10.6K | 0.5% | 59 |
|
2024
Q1 | $1.41M | Buy |
39,426
+3,900
| +11% | +$140K | 0.49% | 62 |
|
2023
Q4 | $1.24M | Buy |
35,526
+3,462
| +11% | +$121K | 0.48% | 65 |
|
2023
Q3 | $1.03M | Buy |
32,064
+2,400
| +8% | +$77.4K | 0.44% | 68 |
|
2023
Q2 | $1M | Buy |
29,664
+2,729
| +10% | +$92.2K | 0.42% | 69 |
|
2023
Q1 | $908K | Buy |
26,935
+1,862
| +7% | +$62.8K | 0.4% | 68 |
|
2022
Q4 | $789K | Sell |
25,073
-551
| -2% | -$17.3K | 0.39% | 74 |
|
2022
Q3 | $710K | Sell |
25,624
-387
| -1% | -$10.7K | 0.44% | 65 |
|
2022
Q2 | $813K | Buy |
26,011
+569
| +2% | +$17.8K | 0.49% | 64 |
|
2022
Q1 | $973K | Buy |
25,442
+744
| +3% | +$28.5K | 0.55% | 57 |
|
2021
Q4 | $1.01M | Buy |
+24,698
| New | +$1.01M | 0.82% | 47 |
|