Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $271K | Sell |
9,777
-113
| -1% | -$3.05K | 0.03% | 362 |
|
|
2026
Q1 | $245K | Sell |
9,890
-225
| -2% | -$5.72K | 0.03% | 340 |
|
|
2025
Q4 | $243K | Sell |
10,115
-156
| -2% | -$3.71K | 0.03% | 341 |
|
|
2025
Q3 | $239K | Sell |
10,271
-617
| -6% | -$13.9K | 0.04% | 292 |
|
|
2025
Q2 | $241K | Buy |
+10,888
| New | +$227K | 0.04% | 271 |
|
|
2022
Q3 | – | Sell |
-24,586
| Closed | -$387K | – | 243 |
|
|
2022
Q2 | $387K | Sell |
24,586
-5,388
| -18% | -$91.8K | 0.12% | 146 |
|
|
2022
Q1 | $550K | Sell |
29,974
-9,012
| -23% | -$168K | 0.15% | 112 |
|
|
2021
Q4 | $758K | Sell |
38,986
-252
| -0.6% | -$4.95K | 0.21% | 82 |
|
|
2021
Q3 | $759K | Sell |
39,238
-3,610
| -8% | -$71.8K | 0.23% | 78 |
|
|
2021
Q2 | $845K | Sell |
42,848
-105,470
| -71% | -$2.08M | 0.23% | 79 |
|
|
2021
Q1 | $2.79M | Buy |
148,318
+80,462
| +119% | +$1.5M | 0.58% | 42 |
|
|
2020
Q4 | $1.22M | Buy |
+67,856
| New | +$1.14M | 0.27% | 76 |
|
|
2020
Q3 | – | Sell |
-80,180
| Closed | -$1.26M | – | 466 |
|
|
2020
Q2 | $1.19M | Sell |
80,180
-53,246
| -40% | -$748K | 0.28% | 83 |
|
|
2020
Q1 | $1.72M | Buy |
133,426
+13,480
| +11% | +$207K | 0.51% | 58 |
|
|
2019
Q4 | $2.02M | Sell |
119,946
-99,396
| -45% | -$1.64M | 0.51% | 60 |
|
|
2019
Q3 | $3.49M | Sell |
219,342
-8,938
| -4% | -$141K | 0.96% | 31 |
|
|
2019
Q2 | $3.66M | Buy |
228,280
+28,732
| +14% | +$455K | 1.06% | 26 |
|
|
2019
Q1 | $3.12M | Buy |
199,548
+88,622
| +80% | +$1.35M | 0.99% | 29 |
|
|
2018
Q4 | $1.57M | Sell |
110,926
-14,152
| -11% | -$217K | 0.62% | 50 |
|
|
2018
Q3 | $2.1M | Buy |
125,078
+10,784
| +9% | +$179K | 0.75% | 38 |
|
|
2018
Q2 | $1.89M | Buy |
114,294
+5,824
| +5% | +$99K | 0.72% | 40 |
|
|
2018
Q1 | $1.83M | Buy |
108,470
+50,674
| +88% | +$873K | 0.78% | 37 |
|
|
2017
Q4 | $985K | Buy |
+57,796
| New | +$983K | 0.41% | 68 |
|
Other funds holding SCHF
OWM
CST
MTC
PA
VAMG
BSB
BCM
HWA
WPC
RWP