BWM
BCS Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
641,391
+135,946
| +27% | +$3M | 3.05% | 4 |
|
|
2025
Q1 | $10M | Buy |
505,445
+44,863
| +10% | +$887K | 2.57% | 5 |
|
|
2024
Q4 | $8.52M | Buy |
+460,582
| New | +$8.52M | 2.12% | 9 |
|
|
2024
Q2 | – | Sell |
-152,865
| Closed | -$5.97M | – | 208 |
|
|
2024
Q1 | $5.97M | Buy |
152,865
+22,329
| +17% | +$871K | 1.91% | 10 |
|
|
2023
Q4 | $4.83M | Buy |
130,536
+2,321
| +2% | +$85.8K | 1.78% | 12 |
|
|
2023
Q3 | $4.35M | Buy |
+128,215
| New | +$4.35M | 1.81% | 13 |
|
|
2023
Q2 | – | Sell |
-149,701
| Closed | -$5.21M | – | 154 |
|
|
2023
Q1 | $5.21M | Buy |
149,701
+2,926
| +2% | +$102K | 2.35% | 11 |
|
|
2022
Q4 | $4.73M | Sell |
146,775
-1,168
| -0.8% | -$37.6K | 1.98% | 10 |
|
|
2022
Q3 | $4.16M | Buy |
147,943
+7,042
| +5% | +$198K | 1.96% | 11 |
|
|
2022
Q2 | $4.43M | Buy |
140,901
+117
| +0.1% | +$3.68K | 1.97% | 11 |
|
|
2022
Q1 | $5.17M | Sell |
140,784
-16,318
| -10% | -$599K | 2.14% | 9 |
|
|
2021
Q4 | $6.11M | Buy |
157,102
+17,485
| +13% | +$680K | 2.19% | 9 |
|
|
2021
Q3 | $5.4M | Buy |
139,617
+12,447
| +10% | +$482K | 2.29% | 11 |
|
|
2021
Q2 | $5.02M | Buy |
127,170
+3,536
| +3% | +$139K | 2.67% | 10 |
|
|
2021
Q1 | $4.65M | Buy |
123,634
+4,449
| +4% | +$167K | 2.21% | 12 |
|
|
2020
Q4 | $4.29M | Buy |
119,185
+7,727
| +7% | +$278K | 2.23% | 11 |
|
|
2020
Q3 | $3.5M | Buy |
111,458
+1,534
| +1% | +$48.2K | 1.98% | 13 |
|
|
2020
Q2 | $3.27M | Buy |
109,924
+6,344
| +6% | +$189K | 1.96% | 13 |
|
|
2020
Q1 | $2.68M | Buy |
103,580
+27,992
| +37% | +$723K | 1.88% | 13 |
|
|
2019
Q4 | $2.54M | Buy |
+75,588
| New | +$2.54M | 1.69% | 16 |
|