Accurate Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-15,320
| Closed | -$258K | – | 1194 |
|
2022
Q4 | $258K | Sell |
15,320
-43,476
| -74% | -$732K | 0.09% | 186 |
|
2022
Q3 | $1.02M | Buy |
58,796
+18,100
| +44% | +$313K | 0.42% | 55 |
|
2022
Q2 | $638K | Sell |
40,696
-9,028
| -18% | -$142K | 0.35% | 62 |
|
2022
Q1 | $913K | Buy |
49,724
+31,388
| +171% | +$576K | 0.41% | 57 |
|
2021
Q4 | $358K | Hold |
18,336
| – | – | 0.29% | 92 |
|
2021
Q3 | $358K | Buy |
18,336
+5,076
| +38% | +$99.1K | 0.31% | 87 |
|
2021
Q2 | $262K | Buy |
+13,260
| New | +$262K | 0.23% | 108 |
|