Adams Chetwood 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $12.1M | Buy |
658,256
+5,188
| +0.8% | +$95.3K | 6.85% | 3 |
|
2021
Q4 | $12.7M | Buy |
653,068
+12,780
| +2% | +$248K | 8.62% | 2 |
|
2021
Q3 | $12.4M | Sell |
640,288
-29,024
| -4% | -$562K | 8.97% | 2 |
|
2021
Q2 | $13.2M | Sell |
669,312
-15,848
| -2% | -$313K | 9.31% | 2 |
|
2021
Q1 | $12.9M | Sell |
685,160
-9,480
| -1% | -$178K | 9.82% | 2 |
|
2020
Q4 | $12.5M | Buy |
694,640
+31,650
| +5% | +$570K | 10.37% | 2 |
|
2020
Q3 | $10.4M | Buy |
662,990
+10,760
| +2% | +$169K | 10.02% | 2 |
|
2020
Q2 | $9.7M | Buy |
652,230
+3,046
| +0.5% | +$45.3K | 9.86% | 2 |
|
2020
Q1 | $8.95M | Buy |
649,184
+28,084
| +5% | +$387K | 10.47% | 2 |
|
2019
Q4 | $10.4M | Buy |
+621,100
| New | +$10.4M | 10.68% | 2 |
|