United Capital Financial Advisors’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
Q3 | $935K | Sell |
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|
2025
Q2 | $905K | Sell |
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|
2025
Q1 | $861K | Buy |
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|
2024
Q4 | $807K | Sell |
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|
2024
Q3 | $956K | Sell |
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|
2024
Q2 | $893K | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $3.2M | Buy |
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|
2023
Q2 | $3.05M | Buy |
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|
2023
Q1 | $2.8M | Buy |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $2.12M | Sell |
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|
2022
Q1 | $2.79M | Buy |
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|
2021
Q4 | $2.96M | Sell |
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|
2021
Q3 | $3.14M | Buy |
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|
2021
Q2 | $3.05M | Sell |
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|
2021
Q1 | $3.03M | Buy |
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|
2020
Q4 | $2.87M | Buy |
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|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $2.34M | Sell |
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|
2020
Q1 | $2.06M | Buy |
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|
2019
Q4 | $2.75M | Buy |
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|
2019
Q3 | $2.52M | Buy |
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|
2019
Q2 | $1.72M | Buy |
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|
2019
Q1 | $1.33M | Sell |
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|
2018
Q4 | $1.92M | Buy |
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|
2018
Q3 | $2.16M | Buy |
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|
2018
Q2 | $2.13M | Sell |
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|
2018
Q1 | $2.23M | Sell |
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|
2017
Q4 | $2.34M | Buy |
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|
2017
Q3 | $2.28M | Buy |
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|
2017
Q2 | $936K | Buy |
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|
2017
Q1 | $485K | Sell |
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|
2016
Q4 | $544K | Sell |
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|
2016
Q3 | $654K | Sell |
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|
2016
Q2 | $1.1M | Sell |
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|
2016
Q1 | $1.49M | Sell |
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|
2015
Q4 | $2.42M | Sell |
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|
2015
Q3 | $2.9M | Sell |
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|
2015
Q2 | $3.67M | Sell |
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|
2015
Q1 | $4.05M | Buy |
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|
2014
Q4 | $3.39M | Buy |
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|
2014
Q3 | $2.3M | Sell |
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|
2014
Q2 | $2.55M | Sell |
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|
2014
Q1 | $2.52M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.65M | Buy |
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|
2013
Q2 | $1.22M | Buy |
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