Cherry Tree 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
2025
Q2
$4.15M Buy
187,798
+5,604
+3% +$124K 0.96% 33
2025
Q1
$3.6M Sell
182,194
-1,237
-0.7% -$24.5K 0.87% 33
2024
Q4
$3.39M Sell
183,431
-755
-0.4% -$14K 0.84% 35
2024
Q3
$3.79M Buy
184,186
+7,964
+5% +$164K 0.9% 32
2024
Q2
$3.39M Buy
176,222
+4,140
+2% +$79.5K 0.85% 34
2024
Q1
$3.36M Buy
172,082
+1,922
+1% +$37.5K 0.84% 32
2023
Q4
$3.14M Buy
170,160
+23,612
+16% +$436K 0.84% 31
2023
Q3
$2.49M Buy
146,548
+5,604
+4% +$95.2K 0.73% 32
2023
Q2
$2.51M Buy
+140,944
New +$2.51M 0.73% 32