Centric Wealth Management’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
2020
Q4
Sell
-57,026
Closed -$882K 207
2020
Q3
$882K Sell
57,026
-19,544
-26% -$302K 0.66% 40
2020
Q2
$1.14M Buy
76,570
+19,544
+34% +$291K 0.6% 46
2020
Q1
$882K Sell
57,026
-52,696
-48% -$815K 0.66% 40
2019
Q4
$1.85M Buy
109,722
+52,696
+92% +$886K 1.47% 6
2019
Q3
$882K Buy
+57,026
New +$882K 0.66% 40