Summit Financial Strategies’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $353K | Buy |
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|
2024
Q3 | $385K | Sell |
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|
2024
Q2 | $398K | Sell |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $528K | Buy |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $713K | Sell |
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|
2021
Q3 | $735K | Sell |
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|
2021
Q2 | $772K | Sell |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $896K | Buy |
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|
2019
Q4 | $1.18M | Sell |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $923K | Buy |
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|
2018
Q3 | $1.09M | Sell |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.15M | Buy |
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|
2017
Q3 | $1.11M | Buy |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $945K | Buy |
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|
2016
Q4 | $820K | Buy |
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|
2016
Q3 | $855K | Sell |
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|
2016
Q2 | $815K | Sell |
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|
2016
Q1 | $831K | Sell |
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|
2015
Q4 | $863K | Sell |
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|
2015
Q3 | $881K | Buy |
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|
2015
Q2 | $945K | Buy |
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|
2015
Q1 | $873K | Buy |
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|
2014
Q4 | $777K | Buy |
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