Congress 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 | $7.51M | Buy |
339,667
+10,210
| +3% | +$226K | 0.07% | 306 |
|
|
2025
Q1 | $6.54M | Buy |
329,457
+70,773
| +27% | +$1.4M | 0.08% | 282 |
|
|
2024
Q4 | $4.79M | Buy |
258,684
+22,014
| +9% | +$407K | 0.07% | 286 |
|
|
2024
Q3 | $4.87M | Sell |
236,670
-9,334
| -4% | -$192K | 0.06% | 298 |
|
|
2024
Q2 | $4.73M | Sell |
246,004
-7,574
| -3% | -$145K | 0.08% | 253 |
|
|
2024
Q1 | $4.95M | Sell |
253,578
-6,150
| -2% | -$120K | 0.09% | 229 |
|
|
2023
Q4 | $4.8M | Sell |
259,728
-2,262
| -0.9% | -$41.8K | 0.09% | 231 |
|
|
2023
Q3 | $4.45M | Sell |
261,990
-72,222
| -22% | -$1.23M | 0.09% | 226 |
|
|
2023
Q2 | $5.96M | Sell |
334,212
-18,074
| -5% | -$322K | 0.14% | 170 |
|
|
2023
Q1 | $6.13M | Sell |
352,286
-6,490
| -2% | -$113K | 0.15% | 169 |
|
|
2022
Q4 | $5.78M | Sell |
358,776
-11,908
| -3% | -$192K | 0.15% | 176 |
|
|
2022
Q3 | $5.21M | Sell |
370,684
-8,612
| -2% | -$121K | 0.14% | 178 |
|
|
2022
Q2 | $5.97M | Sell |
379,296
-726
| -0.2% | -$11.4K | 0.15% | 171 |
|
|
2022
Q1 | $6.98M | Sell |
380,022
-29,908
| -7% | -$549K | 0.15% | 175 |
|
|
2021
Q4 | $7.97M | Buy |
+409,930
| New | +$7.97M | 0.16% | 173 |
|