CWS
Cypress Wealth Services’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+10,888
| New | +$241K | 0.04% | 271 |
|
|
2022
Q3 | – | Sell |
-12,293
| Closed | -$387K | – | 243 |
|
|
2022
Q2 | $387K | Sell |
12,293
-2,694
| -18% | -$84.8K | 0.12% | 146 |
|
|
2022
Q1 | $550K | Sell |
14,987
-4,506
| -23% | -$165K | 0.15% | 112 |
|
|
2021
Q4 | $758K | Sell |
19,493
-126
| -0.6% | -$4.9K | 0.21% | 82 |
|
|
2021
Q3 | $759K | Sell |
19,619
-1,805
| -8% | -$69.8K | 0.23% | 78 |
|
|
2021
Q2 | $845K | Sell |
21,424
-52,735
| -71% | -$2.08M | 0.23% | 79 |
|
|
2021
Q1 | $2.79M | Buy |
74,159
+40,231
| +119% | +$1.51M | 0.58% | 42 |
|
|
2020
Q4 | $1.22M | Buy |
+33,928
| New | +$1.22M | 0.27% | 76 |
|
|
2020
Q3 | – | Sell |
-40,090
| Closed | -$1.19M | – | 201 |
|
|
2020
Q2 | $1.19M | Sell |
40,090
-26,623
| -40% | -$792K | 0.28% | 83 |
|
|
2020
Q1 | $1.72M | Buy |
66,713
+6,740
| +11% | +$174K | 0.51% | 58 |
|
|
2019
Q4 | $2.02M | Sell |
59,973
-49,698
| -45% | -$1.67M | 0.51% | 60 |
|
|
2019
Q3 | $3.49M | Sell |
109,671
-4,469
| -4% | -$142K | 0.96% | 31 |
|
|
2019
Q2 | $3.66M | Buy |
114,140
+14,366
| +14% | +$461K | 1.06% | 26 |
|
|
2019
Q1 | $3.12M | Buy |
99,774
+44,311
| +80% | +$1.39M | 0.99% | 29 |
|
|
2018
Q4 | $1.57M | Sell |
55,463
-7,076
| -11% | -$201K | 0.62% | 50 |
|
|
2018
Q3 | $2.1M | Buy |
62,539
+5,392
| +9% | +$181K | 0.75% | 38 |
|
|
2018
Q2 | $1.89M | Buy |
57,147
+2,912
| +5% | +$96.3K | 0.72% | 40 |
|
|
2018
Q1 | $1.83M | Buy |
54,235
+25,337
| +88% | +$854K | 0.78% | 37 |
|
|
2017
Q4 | $985K | Buy |
+28,898
| New | +$985K | 0.41% | 68 |
|