Strategic Financial Planning’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 | $7.78M | Sell |
182,595
-4,268
| -2% | -$182K | 4.84% | 7 |
|
|
2025
Q1 | $6.7M | Sell |
186,863
-1,656
| -0.9% | -$59.4K | 4.62% | 7 |
|
|
2024
Q4 | $6.47M | Sell |
188,519
-709
| -0.4% | -$24.3K | 4.41% | 8 |
|
|
2024
Q3 | $7.29M | Buy |
189,228
+10,438
| +6% | +$402K | 4.82% | 7 |
|
|
2024
Q2 | $6.36M | Sell |
178,790
-609
| -0.3% | -$21.7K | 4.59% | 7 |
|
|
2024
Q1 | $6.42M | Sell |
179,399
-582
| -0.3% | -$20.8K | 4.81% | 7 |
|
|
2023
Q4 | $6.28M | Buy |
179,981
+28,461
| +19% | +$993K | 4.91% | 7 |
|
|
2023
Q3 | $4.89M | Sell |
151,520
-1,427
| -0.9% | -$46K | 4.5% | 8 |
|
|
2023
Q2 | $5.17M | Sell |
152,947
-4,272
| -3% | -$144K | 4.57% | 7 |
|
|
2023
Q1 | $5.3M | Sell |
157,219
-2,072
| -1% | -$69.8K | 4.84% | 7 |
|
|
2022
Q4 | $5.01M | Buy |
159,291
+3,346
| +2% | +$105K | 4.86% | 7 |
|
|
2022
Q3 | $4.33M | Buy |
155,945
+5,983
| +4% | +$166K | 4.51% | 9 |
|
|
2022
Q2 | $4.68M | Buy |
149,962
+44
| +0% | +$1.37K | 4.51% | 8 |
|
|
2022
Q1 | $5.69M | Sell |
149,918
-3,922
| -3% | -$149K | 4.73% | 8 |
|
|
2021
Q4 | $6.3M | Buy |
153,840
+256
| +0.2% | +$10.5K | 4.52% | 8 |
|
|
2021
Q3 | $6.38M | Buy |
153,584
+3,241
| +2% | +$135K | 4.67% | 8 |
|
|
2021
Q2 | $6.25M | Sell |
150,343
-3,152
| -2% | -$131K | 4.51% | 8 |
|
|
2021
Q1 | $6.05M | Buy |
153,495
+4,395
| +3% | +$173K | 4.51% | 8 |
|
|
2020
Q4 | $5.61M | Sell |
149,100
-686
| -0.5% | -$25.8K | 4.92% | 8 |
|
|
2020
Q3 | $4.87M | Buy |
149,786
+2,493
| +2% | +$81.1K | 5.07% | 8 |
|
|
2020
Q2 | $4.36M | Buy |
147,293
+126,656
| +614% | +$3.74M | 4.85% | 8 |
|
|
2020
Q1 | $504K | Sell |
20,637
-239,829
| -92% | -$5.86M | 0.67% | 21 |
|
|
2019
Q4 | $9.03M | Buy |
+260,466
| New | +$9.03M | 8.77% | 3 |
|