Carson Wealth (CWM LLC)’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.7M | Buy |
3,291,539
+288,986
| +10% | +$6.39M | 0.26% | 78 |
|
|
2025
Q1 | $59.4M | Buy |
3,002,553
+727,949
| +32% | +$14.4M | 0.24% | 89 |
|
|
2024
Q4 | $42.1M | Buy |
2,274,604
+212,584
| +10% | +$3.93M | 0.17% | 104 |
|
|
2024
Q3 | $42.4M | Buy |
2,062,020
+142,430
| +7% | +$2.93M | 0.18% | 105 |
|
|
2024
Q2 | $36.9M | Buy |
1,919,590
+107,048
| +6% | +$2.06M | 0.17% | 120 |
|
|
2024
Q1 | $35.4M | Buy |
1,812,542
+180,646
| +11% | +$3.52M | 0.17% | 127 |
|
|
2023
Q4 | $30.2M | Buy |
1,631,896
+112,908
| +7% | +$2.09M | 0.16% | 127 |
|
|
2023
Q3 | $25.8M | Buy |
1,518,988
+198,834
| +15% | +$3.38M | 0.16% | 129 |
|
|
2023
Q2 | $23.5M | Buy |
1,320,154
+514,774
| +64% | +$9.18M | 0.15% | 136 |
|
|
2023
Q1 | $14M | Buy |
805,380
+56,064
| +7% | +$976K | 0.09% | 180 |
|
|
2022
Q4 | $12.1M | Sell |
749,316
-389,752
| -34% | -$6.28M | 0.09% | 181 |
|
|
2022
Q3 | $16M | Buy |
1,139,068
+265,062
| +30% | +$3.73M | 0.13% | 149 |
|
|
2022
Q2 | $13.7M | Buy |
874,006
+839,948
| +2,466% | +$13.2M | 0.11% | 162 |
|
|
2022
Q1 | $625K | Buy |
34,058
+1,018
| +3% | +$18.7K | ﹤0.01% | 661 |
|
|
2021
Q4 | $642K | Buy |
+33,040
| New | +$642K | ﹤0.01% | 664 |
|
|
2021
Q2 | $353K | Hold |
17,872
| – | – | ﹤0.01% | 742 |
|
|
2021
Q1 | $353K | Hold |
17,872
| – | – | ﹤0.01% | 742 |
|
|
2020
Q4 | $353K | Hold |
17,872
| – | – | ﹤0.01% | 742 |
|
|
2020
Q3 | $353K | Hold |
17,872
| – | – | ﹤0.01% | 742 |
|
|
2020
Q2 | $353K | Hold |
17,872
| – | – | ﹤0.01% | 742 |
|
|
2020
Q1 | $353K | Hold |
17,872
| – | – | ﹤0.01% | 742 |
|
|
2019
Q4 | $353K | Hold |
17,872
| – | – | ﹤0.01% | 742 |
|
|
2019
Q3 | $353K | Hold |
17,872
| – | – | ﹤0.01% | 742 |
|
|
2019
Q2 | $353K | Hold |
17,872
| – | – | ﹤0.01% | 742 |
|
|
2019
Q1 | $353K | Sell |
17,872
-17,934
| -50% | -$354K | ﹤0.01% | 742 |
|
|
2018
Q4 | $508K | Buy |
35,806
+14,736
| +70% | +$209K | 0.01% | 453 |
|
|
2018
Q3 | $353K | Buy |
21,070
+20,620
| +4,582% | +$345K | 0.01% | 421 |
|
|
2018
Q2 | $7K | Buy |
450
+254
| +130% | +$3.95K | ﹤0.01% | 1113 |
|
|
2018
Q1 | $3K | Hold |
196
| – | – | ﹤0.01% | 1120 |
|
|
2017
Q4 | $3K | Sell |
196
-730
| -79% | -$11.2K | ﹤0.01% | 1223 |
|
|
2017
Q3 | $15K | Buy |
926
+200
| +28% | +$3.24K | ﹤0.01% | 787 |
|
|
2017
Q2 | $12K | Buy |
+726
| New | +$12K | ﹤0.01% | 747 |
|