Congress Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.51M	Buy	339,667 +10,210	+3%	+$213K	0.07%	306
2025 Q1	$6.54M	Buy	329,457 +70,773	+27%	+$1.39M	0.08%	282
2024 Q4	$4.79M	Buy	258,684 +22,014	+9%	+$430K	0.07%	286
2024 Q3	$4.87M	Sell	236,670 -9,334	-4%	-$185K	0.06%	298
2024 Q2	$4.73M	Sell	246,004 -7,574	-3%	-$147K	0.08%	253
2024 Q1	$4.95M	Sell	253,578 -6,150	-2%	-$115K	0.09%	229
2023 Q4	$4.8M	Sell	259,728 -2,262	-0.9%	-$39.2K	0.09%	231
2023 Q3	$4.45M	Sell	261,990 -72,222	-22%	-$1.28M	0.09%	226
2023 Q2	$5.96M	Sell	334,212 -18,074	-5%	-$321K	0.14%	170
2023 Q1	$6.13M	Sell	352,286 -6,490	-2%	-$111K	0.15%	169
2022 Q4	$5.78M	Sell	358,776 -11,908	-3%	-$186K	0.15%	176
2022 Q3	$5.21M	Sell	370,684 -8,612	-2%	-$135K	0.14%	178
2022 Q2	$5.96M	Sell	379,296 -726	-0.2%	-$12.4K	0.15%	171
2022 Q1	$6.98M	Sell	380,022 -29,908	-7%	-$556K	0.15%	175
2021 Q4	$7.97M	Buy	+409,930	New	+$8.05M	0.16%	174