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 |
|