Walkner Condon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.61M | Sell |
34,462
-545
| -2% | -$26.4K | 0.21% | 88 |
|
|
2025
Q4 | $1.59M | Sell |
35,007
-3,643
| -9% | -$165K | 0.22% | 89 |
|
|
2025
Q3 | $1.76M | Buy |
38,650
+116
| +0.3% | +$5.09K | 0.28% | 75 |
|
|
2025
Q2 | $1.64M | Buy |
38,534
+4,419
| +13% | +$171K | 0.3% | 73 |
|
|
2025
Q1 | $1.22M | Buy |
34,115
+233
| +0.7% | +$8.32K | 0.25% | 83 |
|
|
2024
Q4 | $1.16M | Buy |
33,882
+1,609
| +5% | +$58.6K | 0.24% | 84 |
|
|
2024
Q3 | $1.24M | Sell |
32,273
-207
| -0.6% | -$7.62K | 0.25% | 84 |
|
|
2024
Q2 | $1.15M | Sell |
32,480
-11
| -0% | -$392 | 0.25% | 87 |
|
|
2024
Q1 | $1.16M | Buy |
32,491
+885
| +3% | +$30.4K | 0.25% | 88 |
|
|
2023
Q4 | $1.1M | Buy |
31,606
+245
| +0.8% | +$7.95K | 0.25% | 90 |
|
|
2023
Q3 | $1.01M | Sell |
31,361
-496
| -2% | -$16.8K | 0.27% | 83 |
|
|
2023
Q2 | $1.07M | Sell |
31,857
-517
| -2% | -$17.5K | 0.28% | 79 |
|
|
2023
Q1 | $1.09M | Sell |
32,374
-6
| -0% | -$200 | 0.31% | 76 |
|
|
2022
Q4 | $1.02M | Buy |
32,380
+2,619
| +9% | +$79.8K | 0.3% | 69 |
|
|
2022
Q3 | $826K | Buy |
29,761
+5,340
| +22% | +$168K | 0.27% | 78 |
|
|
2022
Q2 | $763K | Buy |
24,421
+2,946
| +14% | +$102K | 0.24% | 88 |
|
|
2022
Q1 | $816K | Sell |
21,475
-4,851
| -18% | -$186K | 0.23% | 88 |
|
|
2021
Q4 | $1.08M | Sell |
26,326
-90
| -0.3% | -$3.75K | 0.7% | 39 |
|
|
2021
Q3 | $1.1M | Sell |
26,416
-2,052
| -7% | -$87.2K | 0.54% | 42 |
|
|
2021
Q2 | $1.19M | Buy |
28,468
+1,280
| +5% | +$53.4K | 0.44% | 53 |
|
|
2021
Q1 | $1.07M | Buy |
27,188
+1,325
| +5% | +$51.7K | 0.42% | 58 |
|
|
2020
Q4 | $974K | Buy |
25,863
+11,371
| +78% | +$397K | 0.42% | 50 |
|
|
2020
Q3 | $471K | Buy |
+14,492
| New | +$463K | 0.25% | 70 |
|
Other funds holding SCHC
TCIIS
SC
ML
MG
