CWM
Compass Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-218
| Closed | -$4.31K | – | 355 |
|
2025
Q1 | $4.31K | Buy |
+218
| New | +$4.31K | ﹤0.01% | 386 |
|
2023
Q4 | – | Sell |
-786
| Closed | -$26.7K | – | 403 |
|
2023
Q3 | $26.7K | Sell |
786
-109
| -12% | -$3.7K | 0.01% | 291 |
|
2023
Q2 | $31.9K | Hold |
895
| – | – | 0.01% | 287 |
|
2023
Q1 | $31.1K | Buy |
+895
| New | +$31.1K | 0.01% | 290 |
|