CAL
Capital Advisors Ltd’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
75,868
-4,972
| -6% | -$110K | 0.21% | 71 |
|
|
2025
Q1 | $1.6M | Hold |
80,840
| – | – | 0.21% | 69 |
|
|
2024
Q4 | $1.5M | Buy |
80,840
+40,332
| +100% | +$746K | 0.19% | 74 |
|
|
2024
Q3 | $1.67M | Sell |
40,508
-4,777
| -11% | -$196K | 0.21% | 69 |
|
|
2024
Q2 | $1.74M | Sell |
45,285
-89
| -0.2% | -$3.42K | 0.23% | 65 |
|
|
2024
Q1 | $1.77M | Hold |
45,374
| – | – | 0.23% | 63 |
|
|
2023
Q4 | $1.68M | Buy |
45,374
+56
| +0.1% | +$2.07K | 0.24% | 65 |
|
|
2023
Q3 | $1.54M | Hold |
45,318
| – | – | 0.24% | 63 |
|
|
2023
Q2 | $1.62M | Buy |
45,318
+31
| +0.1% | +$1.11K | 0.24% | 62 |
|
|
2023
Q1 | $1.58M | Hold |
45,287
| – | – | 0.26% | 62 |
|
|
2022
Q4 | $1.46M | Buy |
45,287
+3,128
| +7% | +$101K | 0.25% | 65 |
|
|
2022
Q3 | $1.19M | Sell |
42,159
-433
| -1% | -$12.2K | 0.23% | 71 |
|
|
2022
Q2 | $1.34M | Sell |
42,592
-2,140
| -5% | -$67.3K | 0.25% | 68 |
|
|
2022
Q1 | $1.64M | Buy |
44,732
+1,253
| +3% | +$46K | 0.27% | 63 |
|
|
2021
Q4 | $1.69M | Sell |
43,479
-1,425
| -3% | -$55.4K | 0.27% | 61 |
|
|
2021
Q3 | $1.74M | Buy |
44,904
+500
| +1% | +$19.4K | 0.31% | 57 |
|
|
2021
Q2 | $1.75M | Buy |
44,404
+2,536
| +6% | +$100K | 0.31% | 56 |
|
|
2021
Q1 | $1.58M | Sell |
41,868
-2,137
| -5% | -$80.4K | 0.29% | 57 |
|
|
2020
Q4 | $1.59M | Buy |
44,005
+37
| +0.1% | +$1.33K | 0.35% | 53 |
|
|
2020
Q3 | $1.38M | Buy |
43,968
+1,612
| +4% | +$50.6K | 0.34% | 51 |
|
|
2020
Q2 | $1.26M | Sell |
42,356
-22
| -0.1% | -$654 | 0.33% | 57 |
|
|
2020
Q1 | $1.1M | Buy |
42,378
+11,491
| +37% | +$297K | 0.34% | 52 |
|
|
2019
Q4 | $1.04M | Sell |
30,887
-9,531
| -24% | -$321K | 0.26% | 56 |
|
|
2019
Q3 | $1.29M | Sell |
40,418
-11,854
| -23% | -$378K | 0.36% | 59 |
|
|
2019
Q2 | $1.68M | Sell |
52,272
-1,520
| -3% | -$48.8K | 0.47% | 40 |
|
|
2019
Q1 | $1.68M | Hold |
53,792
| – | – | 0.46% | 41 |
|
|
2018
Q4 | $1.53M | Buy |
53,792
+40,194
| +296% | +$1.14M | 0.45% | 41 |
|
|
2018
Q3 | $456K | Buy |
+13,598
| New | +$456K | 0.13% | 91 |
|