SWM
Sugarloaf Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-459
| Closed | -$14K | – | 853 |
|
|
2022
Q2 | $14K | Hold |
459
| – | – | ﹤0.01% | 462 |
|
|
2022
Q1 | $17K | Hold |
459
| – | – | ﹤0.01% | 424 |
|
|
2021
Q4 | $19K | Hold |
459
| – | – | ﹤0.01% | 433 |
|
|
2021
Q3 | $19K | Hold |
459
| – | – | 0.01% | 429 |
|
|
2021
Q2 | $19K | Sell |
459
-1,558
| -77% | -$64.5K | 0.01% | 421 |
|
|
2021
Q1 | $18 | Buy |
2,017
+1,558
| +339% | +$14 | 0.01% | 428 |
|
|
2020
Q4 | $17K | Hold |
459
| – | – | 0.01% | 413 |
|
|
2020
Q3 | $15K | Hold |
459
| – | – | 0.01% | 404 |
|
|
2020
Q2 | $14K | Hold |
459
| – | – | 0.01% | 409 |
|
|
2020
Q1 | $11K | Hold |
459
| – | – | ﹤0.01% | 422 |
|
|
2019
Q4 | $16K | Buy |
+459
| New | +$16K | 0.01% | 402 |
|