AWM
Adams Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-86,400
| Closed | -$3.17M | – | 72 |
|
|
2022
Q1 | $3.17M | Buy |
86,400
+7,420
| +9% | +$272K | 1.04% | 12 |
|
|
2021
Q4 | $3.07M | Buy |
78,980
+6,388
| +9% | +$248K | 0.9% | 13 |
|
|
2021
Q3 | $2.81M | Buy |
72,592
+14,624
| +25% | +$566K | 1.06% | 12 |
|
|
2021
Q2 | $2.29M | Buy |
57,968
+3,075
| +6% | +$121K | 0.98% | 12 |
|
|
2021
Q1 | $2.07M | Buy |
54,893
+15,017
| +38% | +$565K | 0.95% | 14 |
|
|
2020
Q4 | $1.44M | Buy |
39,876
+8,101
| +25% | +$292K | 0.9% | 14 |
|
|
2020
Q3 | $998K | Buy |
31,775
+22,266
| +234% | +$699K | 0.78% | 17 |
|
|
2020
Q2 | $283K | Buy |
+9,509
| New | +$283K | 0.29% | 46 |
|