TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7K | Hold |
236
| – | – | ﹤0.01% | 528 |
|
|
2020
Q1 | $6K | Hold |
236
| – | – | ﹤0.01% | 526 |
|
|
2019
Q4 | $8K | Buy |
236
+6
| +3% | +$203 | ﹤0.01% | 500 |
|
|
2019
Q3 | $7K | Sell |
230
-280
| -55% | -$8.52K | ﹤0.01% | 516 |
|
|
2019
Q2 | $17K | Buy |
510
+7
| +1% | +$233 | 0.01% | 393 |
|
|
2019
Q1 | $16K | Hold |
503
| – | – | 0.01% | 395 |
|
|
2018
Q4 | $15K | Buy |
503
+12
| +2% | +$358 | 0.01% | 395 |
|
|
2018
Q3 | $18K | Hold |
491
| – | – | 0.01% | 398 |
|
|
2018
Q2 | $18K | Hold |
491
| – | – | 0.01% | 404 |
|
|
2018
Q1 | $18K | Hold |
491
| – | – | 0.01% | 375 |
|
|
2017
Q4 | $18K | Buy |
+491
| New | +$18K | 0.01% | 412 |
|