Tempus Wealth 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 | $754K | Buy |
17,696
+869
| +5% | +$37K | 0.19% | 128 |
|
2025
Q1 | $604K | Buy |
16,827
+689
| +4% | +$24.7K | 0.18% | 129 |
|
2024
Q4 | $554K | Buy |
16,138
+612
| +4% | +$21K | 0.17% | 132 |
|
2024
Q3 | $598K | Sell |
15,526
-67
| -0.4% | -$2.58K | 0.22% | 110 |
|
2024
Q2 | $555K | Buy |
15,593
+95
| +0.6% | +$3.38K | 0.23% | 102 |
|
2024
Q1 | $555K | Buy |
15,498
+288
| +2% | +$10.3K | 0.24% | 105 |
|
2023
Q4 | $531K | Buy |
15,210
+1,970
| +15% | +$68.7K | 0.23% | 100 |
|
2023
Q3 | $427K | Buy |
13,240
+82
| +0.6% | +$2.65K | 0.21% | 98 |
|
2023
Q2 | $444K | Buy |
13,158
+1,082
| +9% | +$36.5K | 0.2% | 112 |
|
2023
Q1 | $407K | Buy |
12,076
+2,483
| +26% | +$83.7K | 0.2% | 107 |
|
2022
Q4 | $302K | Buy |
+9,593
| New | +$302K | 0.18% | 129 |
|