WCFA
Walkner Condon Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
38,534
+4,419
| +13% | +$188K | 0.3% | 73 |
|
|
2025
Q1 | $1.22M | Buy |
34,115
+233
| +0.7% | +$8.36K | 0.25% | 83 |
|
|
2024
Q4 | $1.16M | Buy |
33,882
+1,609
| +5% | +$55.2K | 0.24% | 84 |
|
|
2024
Q3 | $1.24M | Sell |
32,273
-207
| -0.6% | -$7.98K | 0.25% | 84 |
|
|
2024
Q2 | $1.15M | Sell |
32,480
-11
| -0% | -$390 | 0.25% | 87 |
|
|
2024
Q1 | $1.16M | Buy |
32,491
+885
| +3% | +$31.7K | 0.25% | 88 |
|
|
2023
Q4 | $1.1M | Buy |
31,606
+245
| +0.8% | +$8.55K | 0.25% | 90 |
|
|
2023
Q3 | $1.01M | Sell |
31,361
-496
| -2% | -$16K | 0.27% | 83 |
|
|
2023
Q2 | $1.07M | Sell |
31,857
-517
| -2% | -$17.4K | 0.28% | 79 |
|
|
2023
Q1 | $1.09M | Sell |
32,374
-6
| -0% | -$202 | 0.31% | 76 |
|
|
2022
Q4 | $1.02M | Buy |
32,380
+2,619
| +9% | +$82.5K | 0.3% | 69 |
|
|
2022
Q3 | $826K | Buy |
29,761
+5,340
| +22% | +$148K | 0.27% | 78 |
|
|
2022
Q2 | $763K | Buy |
24,421
+2,946
| +14% | +$92K | 0.24% | 88 |
|
|
2022
Q1 | $816K | Sell |
21,475
-4,851
| -18% | -$184K | 0.23% | 88 |
|
|
2021
Q4 | $1.08M | Sell |
26,326
-90
| -0.3% | -$3.69K | 0.7% | 39 |
|
|
2021
Q3 | $1.1M | Sell |
26,416
-2,052
| -7% | -$85.3K | 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% | +$52.2K | 0.42% | 58 |
|
|
2020
Q4 | $974K | Buy |
25,863
+11,371
| +78% | +$428K | 0.42% | 50 |
|
|
2020
Q3 | $471K | Buy |
+14,492
| New | +$471K | 0.25% | 70 |
|