Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,296
| Closed | -$203K | – | 1753 |
|
|
2019
Q1 | $203K | Buy |
6,296
+186
| +3% | +$6K | 0.02% | 432 |
|
|
2018
Q4 | $178K | Buy |
6,110
+48
| +0.8% | +$1.4K | 0.02% | 426 |
|
|
2018
Q3 | $216K | Sell |
6,062
-58
| -0.9% | -$2.07K | 0.02% | 437 |
|
|
2018
Q2 | $221K | Sell |
6,120
-294
| -5% | -$10.6K | 0.02% | 435 |
|
|
2018
Q1 | $234K | Buy |
6,414
+45
| +0.7% | +$1.64K | 0.02% | 423 |
|
|
2017
Q4 | $233K | Sell |
6,369
-3
| -0% | -$110 | 0.02% | 433 |
|
|
2017
Q3 | $228K | Buy |
6,372
+246
| +4% | +$8.8K | 0.02% | 434 |
|
|
2017
Q2 | $206K | Sell |
6,126
-5
| -0.1% | -$168 | 0.02% | 441 |
|
|
2017
Q1 | $192K | Sell |
6,131
-282
| -4% | -$8.83K | 0.03% | 407 |
|
|
2016
Q4 | $187K | Sell |
6,413
-65
| -1% | -$1.9K | 0.03% | 394 |
|
|
2016
Q3 | $200K | Buy |
6,478
+58
| +0.9% | +$1.79K | 0.03% | 381 |
|
|
2016
Q2 | $185K | Sell |
6,420
-291
| -4% | -$8.39K | 0.03% | 388 |
|
|
2016
Q1 | $194K | Buy |
6,711
+78
| +1% | +$2.26K | 0.03% | 369 |
|
|
2015
Q4 | $191K | Buy |
+6,633
| New | +$191K | 0.04% | 369 |
|