BSW Wealth Partners’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 | $2.44M | Sell |
110,626
-4,278
| -4% | -$94.5K | 0.34% | 43 |
|
2025
Q1 | $2.27M | Buy |
114,904
+390
| +0.3% | +$7.71K | 0.35% | 46 |
|
2024
Q4 | $2.12M | Buy |
114,514
+8,044
| +8% | +$149K | 0.31% | 47 |
|
2024
Q3 | $2.19M | Sell |
106,470
-3,618
| -3% | -$74.4K | 0.33% | 41 |
|
2024
Q2 | $2.11M | Sell |
110,088
-36,626
| -25% | -$704K | 0.35% | 42 |
|
2024
Q1 | $2.86M | Sell |
146,714
-9,904
| -6% | -$193K | 0.48% | 36 |
|
2023
Q4 | $2.89M | Buy |
156,618
+410
| +0.3% | +$7.58K | 0.57% | 28 |
|
2023
Q3 | $2.65M | Sell |
156,208
-1,540
| -1% | -$26.1K | 0.59% | 29 |
|
2023
Q2 | $2.81M | Buy |
157,748
+4,956
| +3% | +$88.3K | 0.59% | 30 |
|
2023
Q1 | $2.66M | Sell |
152,792
-3,104
| -2% | -$54K | 0.54% | 31 |
|
2022
Q4 | $2.51M | Sell |
155,896
-3,146
| -2% | -$50.7K | 0.54% | 31 |
|
2022
Q3 | $2.24M | Sell |
159,042
-1,482
| -0.9% | -$20.8K | 0.55% | 25 |
|
2022
Q2 | $2.52M | Sell |
160,524
-16,270
| -9% | -$256K | 0.6% | 25 |
|
2022
Q1 | $3.25M | Buy |
176,794
+694
| +0.4% | +$12.7K | 0.82% | 18 |
|
2021
Q4 | $3.42M | Buy |
176,100
+680
| +0.4% | +$13.2K | 0.86% | 20 |
|
2021
Q3 | $3.39M | Sell |
175,420
-1,708
| -1% | -$33K | 0.95% | 17 |
|
2021
Q2 | $3.49M | Buy |
177,128
+1,786
| +1% | +$35.2K | 0.96% | 18 |
|
2021
Q1 | $3.3M | Sell |
175,342
-7,324
| -4% | -$138K | 0.95% | 16 |
|
2020
Q4 | $3.29M | Sell |
182,666
-1,004
| -0.5% | -$18.1K | 1.01% | 18 |
|
2020
Q3 | $2.88M | Sell |
183,670
-2,440
| -1% | -$38.3K | 1.08% | 18 |
|
2020
Q2 | $2.77M | Buy |
186,110
+2,280
| +1% | +$33.9K | 0.93% | 25 |
|
2020
Q1 | $2.38M | Sell |
183,830
-13,048
| -7% | -$169K | 0.99% | 22 |
|
2019
Q4 | $3.31M | Buy |
196,878
+2,088
| +1% | +$35.1K | 1.13% | 21 |
|
2019
Q3 | $3.1M | Sell |
194,790
-5,984
| -3% | -$95.3K | 1.19% | 20 |
|
2019
Q2 | $3.22M | Buy |
200,774
+1,090
| +0.5% | +$17.5K | 1.22% | 19 |
|
2019
Q1 | $3.13M | Sell |
199,684
-79,276
| -28% | -$1.24M | 1.24% | 19 |
|
2018
Q4 | $3.95M | Buy |
278,960
+50,080
| +22% | +$710K | 1.49% | 21 |
|
2018
Q3 | $3.84M | Sell |
228,880
-878
| -0.4% | -$14.7K | 1.46% | 14 |
|
2018
Q2 | $3.8M | Buy |
229,758
+6,144
| +3% | +$102K | 1.64% | 14 |
|
2018
Q1 | $3.77M | Buy |
223,614
+8,976
| +4% | +$151K | 1.69% | 13 |
|
2017
Q4 | $3.66M | Buy |
214,638
+5,842
| +3% | +$99.5K | 1.52% | 13 |
|
2017
Q3 | $3.49M | Sell |
208,796
-4,446
| -2% | -$74.4K | 1.52% | 13 |
|
2017
Q2 | $3.39M | Buy |
213,242
+9,000
| +4% | +$143K | 1.54% | 13 |
|
2017
Q1 | $3.05M | Sell |
204,242
-165,412
| -45% | -$2.47M | 1.51% | 12 |
|
2016
Q4 | $5.12M | Buy |
369,654
+365,418
| +8,626% | +$5.06M | 2.67% | 9 |
|
2016
Q3 | $73.6K | Sell |
4,236
-111,820
| -96% | -$1.94M | 2.54% | 12 |
|
2016
Q2 | $1.57M | Buy |
116,056
+7,706
| +7% | +$104K | 0.86% | 13 |
|
2016
Q1 | $1.47M | Sell |
108,350
-12,502
| -10% | -$170K | 0.83% | 14 |
|
2015
Q4 | $1.67M | Buy |
120,852
+20,874
| +21% | +$288K | 0.83% | 17 |
|
2015
Q3 | $1.37M | Buy |
99,978
+1,938
| +2% | +$26.5K | 0.82% | 15 |
|
2015
Q2 | $1.49M | Sell |
98,040
-4,178
| -4% | -$63.7K | 0.95% | 12 |
|
2015
Q1 | $1.55M | Sell |
102,218
-584,068
| -85% | -$8.83M | 0.98% | 11 |
|
2014
Q4 | $9.92M | Buy |
686,286
+663,386
| +2,897% | +$9.59M | 8.01% | 4 |
|
2014
Q3 | $355K | Buy |
22,900
+1,418
| +7% | +$22K | 0.28% | 38 |
|
2014
Q2 | $354K | Buy |
21,482
+3,618
| +20% | +$59.6K | 0.28% | 34 |
|
2014
Q1 | $281K | Buy |
+17,864
| New | +$281K | 0.23% | 38 |
|