Caldwell Trust’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $136K | Hold |
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|
2025
Q2 | $129K | Hold |
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|
2025
Q1 | $116K | Hold |
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|
2024
Q4 | $108K | Hold |
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|
2024
Q3 | $120K | Hold |
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|
2024
Q2 | $112K | Hold |
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|
2024
Q1 | $114K | Hold |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $99.2K | Hold |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $102K | Hold |
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|
2022
Q4 | $94.1K | Hold |
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|
2022
Q3 | $82.2K | Hold |
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|
2022
Q2 | $91.9K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.34K | Hold |
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|
2019
Q4 | $5.65K | Buy |
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