United Capital Financial Advisors’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 | $905K | Sell |
21,246
-2,738
| -11% | -$117K | 0.01% | 607 |
|
|
2025
Q1 | $861K | Buy |
23,984
+491
| +2% | +$17.6K | 0.01% | 598 |
|
|
2024
Q4 | $807K | Sell |
23,493
-1,323
| -5% | -$45.4K | 0.01% | 597 |
|
|
2024
Q3 | $956K | Sell |
24,816
-272
| -1% | -$10.5K | 0.01% | 552 |
|
|
2024
Q2 | $893K | Sell |
25,088
-8,902
| -26% | -$317K | 0.01% | 552 |
|
|
2024
Q1 | $1.22M | Sell |
33,990
-6,177
| -15% | -$221K | 0.01% | 519 |
|
|
2023
Q4 | $1.4M | Sell |
40,167
-59,180
| -60% | -$2.06M | 0.01% | 486 |
|
|
2023
Q3 | $3.2M | Buy |
99,347
+8,904
| +10% | +$287K | 0.02% | 357 |
|
|
2023
Q2 | $3.05M | Buy |
90,443
+7,361
| +9% | +$249K | 0.02% | 385 |
|
|
2023
Q1 | $2.8M | Buy |
83,082
+6,786
| +9% | +$229K | 0.02% | 397 |
|
|
2022
Q4 | $2.4M | Buy |
76,296
+6,269
| +9% | +$197K | 0.01% | 445 |
|
|
2022
Q3 | $1.94M | Buy |
70,027
+2,037
| +3% | +$56.5K | 0.01% | 481 |
|
|
2022
Q2 | $2.12M | Sell |
67,990
-5,560
| -8% | -$174K | 0.01% | 480 |
|
|
2022
Q1 | $2.79M | Buy |
73,550
+1,180
| +2% | +$44.8K | 0.01% | 456 |
|
|
2021
Q4 | $2.96M | Sell |
72,370
-3,172
| -4% | -$130K | 0.01% | 464 |
|
|
2021
Q3 | $3.14M | Buy |
75,542
+2,246
| +3% | +$93.2K | 0.02% | 450 |
|
|
2021
Q2 | $3.05M | Sell |
73,296
-3,682
| -5% | -$153K | 0.02% | 462 |
|
|
2021
Q1 | $3.03M | Buy |
76,978
+683
| +0.9% | +$26.9K | 0.02% | 432 |
|
|
2020
Q4 | $2.87M | Buy |
76,295
+473
| +0.6% | +$17.8K | 0.02% | 438 |
|
|
2020
Q3 | $2.47M | Sell |
75,822
-3,412
| -4% | -$111K | 0.02% | 452 |
|
|
2020
Q2 | $2.34M | Sell |
79,234
-5,136
| -6% | -$152K | 0.02% | 478 |
|
|
2020
Q1 | $2.06M | Buy |
84,370
+4,898
| +6% | +$120K | 0.02% | 487 |
|
|
2019
Q4 | $2.75M | Buy |
79,472
+79
| +0.1% | +$2.74K | 0.02% | 535 |
|
|
2019
Q3 | $2.53M | Buy |
79,393
+26,644
| +51% | +$847K | 0.02% | 537 |
|
|
2019
Q2 | $1.72M | Buy |
52,749
+11,350
| +27% | +$371K | 0.01% | 656 |
|
|
2019
Q1 | $1.34M | Sell |
41,399
-24,626
| -37% | -$794K | 0.01% | 694 |
|
|
2018
Q4 | $1.92M | Buy |
66,025
+5,380
| +9% | +$157K | 0.02% | 572 |
|
|
2018
Q3 | $2.16M | Buy |
60,645
+1,479
| +2% | +$52.8K | 0.02% | 595 |
|
|
2018
Q2 | $2.13M | Sell |
59,166
-1,804
| -3% | -$65.1K | 0.02% | 579 |
|
|
2018
Q1 | $2.23M | Sell |
60,970
-2,965
| -5% | -$108K | 0.02% | 560 |
|
|
2017
Q4 | $2.34M | Buy |
63,935
+405
| +0.6% | +$14.8K | 0.02% | 555 |
|
|
2017
Q3 | $2.28M | Buy |
63,530
+35,709
| +128% | +$1.28M | 0.02% | 544 |
|
|
2017
Q2 | $936K | Buy |
27,821
+12,349
| +80% | +$415K | 0.01% | 781 |
|
|
2017
Q1 | $485K | Sell |
15,472
-3,226
| -17% | -$101K | ﹤0.01% | 918 |
|
|
2016
Q4 | $544K | Sell |
18,698
-2,482
| -12% | -$72.2K | 0.01% | 918 |
|
|
2016
Q3 | $654K | Sell |
21,180
-16,856
| -44% | -$520K | 0.01% | 891 |
|
|
2016
Q2 | $1.1M | Sell |
38,036
-13,286
| -26% | -$385K | 0.01% | 710 |
|
|
2016
Q1 | $1.49M | Sell |
51,322
-32,436
| -39% | -$939K | 0.02% | 602 |
|
|
2015
Q4 | $2.42M | Sell |
83,758
-17,980
| -18% | -$518K | 0.03% | 512 |
|
|
2015
Q3 | $2.9M | Sell |
101,738
-15,583
| -13% | -$445K | 0.03% | 442 |
|
|
2015
Q2 | $3.67M | Sell |
117,321
-10,617
| -8% | -$332K | 0.04% | 425 |
|
|
2015
Q1 | $4.05M | Buy |
127,938
+10,353
| +9% | +$328K | 0.05% | 380 |
|
|
2014
Q4 | $3.39M | Buy |
117,585
+44,163
| +60% | +$1.27M | 0.05% | 347 |
|
|
2014
Q3 | $2.3M | Sell |
73,422
-1,065
| -1% | -$33.4K | 0.04% | 410 |
|
|
2014
Q2 | $2.55M | Sell |
74,487
-1,734
| -2% | -$59.4K | 0.05% | 361 |
|
|
2014
Q1 | $2.52M | Buy |
+76,221
| New | +$2.52M | 0.05% | 321 |
|
|
2013
Q4 | – | Sell |
-53,561
| Closed | -$1.65M | – | 740 |
|
|
2013
Q3 | $1.65M | Buy |
53,561
+8,532
| +19% | +$263K | 0.05% | 280 |
|
|
2013
Q2 | $1.22M | Buy |
+45,029
| New | +$1.22M | 0.03% | 377 |
|