Bartlett & Co 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.4M | Sell |
334,759
-39,027
| -10% | -$862K | 0.1% | 112 |
|
2025
Q1 | $7.39M | Buy |
373,786
+36,198
| +11% | +$716K | 0.11% | 113 |
|
2024
Q4 | $6.25M | Sell |
337,588
-5,290
| -2% | -$97.9K | 0.09% | 123 |
|
2024
Q3 | $7.05M | Sell |
342,878
-12,322
| -3% | -$253K | 0.1% | 119 |
|
2024
Q2 | $6.88M | Buy |
355,200
+336
| +0.1% | +$6.51K | 0.1% | 115 |
|
2024
Q1 | $6.92M | Sell |
354,864
-12,820
| -3% | -$250K | 0.11% | 120 |
|
2023
Q4 | $6.79M | Buy |
367,684
+4,552
| +1% | +$84.1K | 0.11% | 121 |
|
2023
Q3 | $6.17M | Buy |
363,132
+2,608
| +0.7% | +$44.3K | 0.11% | 118 |
|
2023
Q2 | $6.43M | Sell |
360,524
-1,334
| -0.4% | -$23.8K | 0.11% | 118 |
|
2023
Q1 | $6.3M | Buy |
361,858
+17,518
| +5% | +$305K | 0.12% | 116 |
|
2022
Q4 | $5.55M | Sell |
344,340
-7,292
| -2% | -$117K | 0.11% | 123 |
|
2022
Q3 | $4.95M | Sell |
351,632
-632
| -0.2% | -$8.89K | 0.11% | 127 |
|
2022
Q2 | $5.54M | Buy |
352,264
+120,436
| +52% | +$1.89M | 0.11% | 123 |
|
2022
Q1 | $4.26M | Buy |
231,828
+6,354
| +3% | +$117K | 0.07% | 135 |
|
2021
Q4 | $4.39M | Sell |
225,474
-38,530
| -15% | -$750K | 0.07% | 135 |
|
2021
Q3 | $5.11M | Sell |
264,004
-1,614
| -0.6% | -$31.2K | 0.1% | 123 |
|
2021
Q2 | $5.24M | Sell |
265,618
-8,124
| -3% | -$160K | 0.1% | 124 |
|
2021
Q1 | $5.15M | Sell |
273,742
-5,550
| -2% | -$104K | 0.1% | 125 |
|
2020
Q4 | $5.03M | Sell |
279,292
-766
| -0.3% | -$13.8K | 0.11% | 125 |
|
2020
Q3 | $4.4M | Buy |
280,058
+4,264
| +2% | +$66.9K | 0.1% | 124 |
|
2020
Q2 | $4.1M | Buy |
275,794
+18,918
| +7% | +$281K | 0.11% | 123 |
|
2020
Q1 | $3.32M | Sell |
256,876
-8,324
| -3% | -$108K | 0.1% | 129 |
|
2019
Q4 | $4.46M | Buy |
265,200
+3,058
| +1% | +$51.4K | 0.11% | 129 |
|
2019
Q3 | $4.18M | Sell |
262,142
-9,258
| -3% | -$147K | 0.11% | 125 |
|
2019
Q2 | $4.39M | Buy |
271,400
+2,304
| +0.9% | +$37.3K | 0.16% | 94 |
|
2019
Q1 | $4.21M | Buy |
269,096
+7,192
| +3% | +$113K | 0.16% | 95 |
|
2018
Q4 | $3.71M | Buy |
261,904
+134,890
| +106% | +$1.91M | 0.16% | 97 |
|
2018
Q3 | $2.13M | Sell |
127,014
-29,468
| -19% | -$494K | 0.08% | 125 |
|
2018
Q2 | $2.59M | Buy |
156,482
+9,206
| +6% | +$152K | 0.11% | 109 |
|
2018
Q1 | $2.48M | Buy |
+147,276
| New | +$2.48M | 0.1% | 110 |
|