BDO Wealth Advisors’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
Q2 | $167K | Buy |
9,376
+20
| +0.2% | +$356 | 0.02% | 279 |
|
2023
Q1 | $163K | Buy |
9,356
+260
| +3% | +$4.52K | 0.02% | 268 |
|
2022
Q4 | $147K | Sell |
9,096
-1,492
| -14% | -$24K | 0.02% | 287 |
|
2022
Q3 | $149K | Buy |
10,588
+2,974
| +39% | +$41.9K | 0.02% | 282 |
|
2022
Q2 | $120K | Hold |
7,614
| – | – | 0.01% | 306 |
|
2022
Q1 | $140K | Hold |
7,614
| – | – | 0.01% | 301 |
|
2021
Q4 | $148K | Hold |
7,614
| – | – | 0.02% | 309 |
|
2021
Q3 | $147K | Buy |
7,614
+144
| +2% | +$2.78K | 0.02% | 318 |
|
2021
Q2 | $147K | Sell |
7,470
-990
| -12% | -$19.5K | 0.02% | 332 |
|
2021
Q1 | $159K | Buy |
8,460
+2,450
| +41% | +$46K | 0.02% | 316 |
|
2020
Q4 | $108K | Hold |
6,010
| – | – | 0.02% | 279 |
|
2020
Q3 | $94K | Hold |
6,010
| – | – | 0.02% | 273 |
|
2020
Q2 | $89K | Hold |
6,010
| – | – | 0.02% | 280 |
|
2020
Q1 | $78K | Buy |
6,010
+1,994
| +50% | +$25.9K | 0.02% | 299 |
|
2019
Q4 | $68K | Hold |
4,016
| – | – | 0.02% | 274 |
|
2019
Q3 | $64K | Hold |
4,016
| – | – | 0.02% | 290 |
|
2019
Q2 | $64K | Hold |
4,016
| – | – | 0.02% | 279 |
|
2019
Q1 | $63K | Sell |
4,016
-1,210
| -23% | -$19K | 0.02% | 257 |
|
2018
Q4 | $74K | Sell |
5,226
-16,282
| -76% | -$231K | 0.03% | 226 |
|
2018
Q3 | $361K | Buy |
21,508
+20,000
| +1,326% | +$336K | 0.12% | 111 |
|
2018
Q2 | $25K | Buy |
+1,508
| New | +$25K | 0.01% | 364 |
|