Wilson & Boucher Capital Management’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 | $219K | Buy |
+5,150
| New | +$219K | 0.15% | 107 |
|
2024
Q4 | – | Sell |
-8,300
| Closed | -$320K | – | 113 |
|
2024
Q3 | $320K | Buy |
8,300
+300
| +4% | +$11.6K | 0.22% | 92 |
|
2024
Q2 | $285K | Buy |
8,000
+250
| +3% | +$8.9K | 0.22% | 93 |
|
2024
Q1 | $277K | Buy |
7,750
+1,750
| +29% | +$62.7K | 0.22% | 94 |
|
2023
Q4 | $209K | Buy |
+6,000
| New | +$209K | 0.18% | 103 |
|
2023
Q3 | – | Sell |
-6,000
| Closed | -$203K | – | 109 |
|
2023
Q2 | $203K | Hold |
6,000
| – | – | 0.18% | 103 |
|
2023
Q1 | $202K | Buy |
+6,000
| New | +$202K | 0.19% | 102 |
|
2022
Q2 | – | Sell |
-6,100
| Closed | -$232K | – | 105 |
|
2022
Q1 | $232K | Sell |
6,100
-300
| -5% | -$11.4K | 0.21% | 101 |
|
2021
Q4 | $262K | Buy |
+6,400
| New | +$262K | 0.24% | 92 |
|