Caldwell Trust’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Hold |
5,844
|
|
||||
|
2025
Q1 | $116K | Hold |
5,844
|
|
||||
|
2024
Q4 | $108K | Hold |
5,844
|
|
||||
|
2024
Q3 | $120K | Hold |
5,844
|
|
||||
|
2024
Q2 | $112K | Hold |
5,844
|
|
||||
|
2024
Q1 | $114K | Hold |
5,844
|
|
||||
|
2023
Q4 | $108K | Hold |
5,844
|
|
||||
|
2023
Q3 | $99.2K | Hold |
5,844
|
|
||||
|
2023
Q2 | $104K | Hold |
5,844
|
|
||||
|
2023
Q1 | $102K | Hold |
5,844
|
|
||||
|
2022
Q4 | $94.1K | Hold |
5,844
|
|
||||
|
2022
Q3 | $82.2K | Hold |
5,844
|
|
||||
|
2022
Q2 | $91.9K | Buy |
+5,844
|
|
||||
|
2020
Q2 | – | Sell |
-336
|
|
||||
|
2020
Q1 | $4.34K | Hold |
336
|
|
||||
|
2019
Q4 | $5.65K | Buy |
+336
|
|