Wealthcare Advisory Partners’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 | $619K | Sell |
14,525
-550
| -4% | -$23.4K | 0.01% | 595 |
|
|
2025
Q1 | $541K | Sell |
15,075
-692
| -4% | -$24.8K | 0.01% | 577 |
|
|
2024
Q4 | $541K | Buy |
15,767
+6,692
| +74% | +$230K | 0.02% | 551 |
|
|
2024
Q3 | $350K | Sell |
9,075
-645
| -7% | -$24.9K | 0.01% | 667 |
|
|
2024
Q2 | $346K | Buy |
9,720
+1,286
| +15% | +$45.8K | 0.01% | 634 |
|
|
2024
Q1 | $302K | Buy |
+8,434
| New | +$302K | 0.01% | 671 |
|
|
2021
Q4 | – | Sell |
-23,415
| Closed | -$972K | – | 609 |
|
|
2021
Q3 | $972K | Buy |
23,415
+391
| +2% | +$16.2K | 0.06% | 195 |
|
|
2021
Q2 | $958K | Buy |
23,024
+6,426
| +39% | +$267K | 0.06% | 204 |
|
|
2021
Q1 | $654K | Buy |
16,598
+2,140
| +15% | +$84.3K | 0.05% | 245 |
|
|
2020
Q4 | $544K | Sell |
14,458
-47
| -0.3% | -$1.77K | 0.05% | 226 |
|
|
2020
Q3 | $472K | Buy |
14,505
+3,875
| +36% | +$126K | 0.05% | 207 |
|
|
2020
Q2 | $314K | Buy |
10,630
+7,875
| +286% | +$233K | 0.04% | 237 |
|
|
2020
Q1 | $67K | Sell |
2,755
-2,876
| -51% | -$69.9K | 0.01% | 454 |
|
|
2019
Q4 | $195K | Buy |
5,631
+623
| +12% | +$21.6K | 0.02% | 301 |
|
|
2019
Q3 | $159K | Sell |
5,008
-255
| -5% | -$8.1K | 0.02% | 313 |
|
|
2019
Q2 | $172K | Sell |
5,263
-88
| -2% | -$2.88K | 0.03% | 289 |
|
|
2019
Q1 | $173K | Sell |
5,351
-3,858
| -42% | -$125K | 0.03% | 260 |
|
|
2018
Q4 | $268K | Buy |
9,209
+9,169
| +22,923% | +$267K | 0.05% | 174 |
|
|
2018
Q3 | $1K | Sell |
40
-10
| -20% | -$250 | ﹤0.01% | 1187 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1132 |
|
|
2018
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 974 |
|