Tradition Wealth Management’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
2024
Q1
Sell
-700
Closed -$24K 1031
2023
Q4
$24K Hold
700
﹤0.01% 793
2023
Q3
$23K Hold
700
﹤0.01% 810
2023
Q2
$24K Sell
700
-105
-13% -$3.6K ﹤0.01% 831
2023
Q1
$27K Hold
805
﹤0.01% 765
2022
Q4
$25K Buy
805
+2
+0.2% +$62 ﹤0.01% 702
2022
Q3
$22K Hold
803
﹤0.01% 730
2022
Q2
$25K Hold
803
﹤0.01% 603
2022
Q1
$30K Sell
803
-116
-13% -$4.33K ﹤0.01% 632
2021
Q4
$38K Buy
919
+118
+15% +$4.88K ﹤0.01% 598
2021
Q3
$33K Hold
801
﹤0.01% 622
2021
Q2
$33K Buy
801
+1
+0.1% +$41 ﹤0.01% 643
2021
Q1
$32K Buy
800
+100
+14% +$4K 0.01% 537
2020
Q4
$26K Buy
+700
New +$26K 0.01% 536