Consilium Wealth Advisory’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 | $203K | Buy |
+9,200
| New | +$203K | 0.09% | 94 |
|
|
2025
Q1 | – | Sell |
-26,689
| Closed | -$494K | – | 93 |
|
|
2024
Q4 | $494K | Buy |
26,689
+381
| +1% | +$7.05K | 0.24% | 62 |
|
|
2024
Q3 | $541K | Buy |
26,308
+160
| +0.6% | +$3.29K | 0.3% | 53 |
|
|
2024
Q2 | $502K | Hold |
26,148
| – | – | 0.27% | 56 |
|
|
2024
Q1 | $510K | Buy |
26,148
+3,078
| +13% | +$60.1K | 0.29% | 56 |
|
|
2023
Q4 | $426K | Sell |
23,070
-8,434
| -27% | -$156K | 0.26% | 62 |
|
|
2023
Q3 | $535K | Buy |
31,504
+1,486
| +5% | +$25.2K | 0.37% | 51 |
|
|
2023
Q2 | $535K | Buy |
30,018
+4,230
| +16% | +$75.4K | 0.37% | 53 |
|
|
2023
Q1 | $449K | Hold |
25,788
| – | – | 0.38% | 52 |
|
|
2022
Q4 | $415K | Buy |
25,788
+6,222
| +32% | +$100K | 0.35% | 57 |
|
|
2022
Q3 | $275K | Sell |
19,566
-21,410
| -52% | -$301K | 0.31% | 59 |
|
|
2022
Q2 | $644K | Hold |
40,976
| – | – | 0.69% | 40 |
|
|
2022
Q1 | $752K | Sell |
40,976
-42,218
| -51% | -$775K | 0.54% | 43 |
|
|
2021
Q4 | $1.62M | Buy |
+83,194
| New | +$1.62M | 1.05% | 20 |
|