DWM
Destination Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Sell |
236,930
-13,881
| -6% | -$307K | 0.15% | 93 |
|
|
2025
Q1 | $4.96M | Sell |
250,811
-40,099
| -14% | -$793K | 0.16% | 95 |
|
|
2024
Q4 | $5.38M | Buy |
290,910
+151,596
| +109% | +$2.8M | 0.17% | 92 |
|
|
2024
Q3 | $5.73M | Sell |
139,314
-2,926
| -2% | -$120K | 0.18% | 89 |
|
|
2024
Q2 | $5.46M | Sell |
142,240
-16,060
| -10% | -$617K | 0.18% | 87 |
|
|
2024
Q1 | $6.18M | Sell |
158,300
-89,327
| -36% | -$3.49M | 0.21% | 85 |
|
|
2023
Q4 | $9.15M | Buy |
247,627
+87,019
| +54% | +$3.22M | 0.32% | 73 |
|
|
2023
Q3 | $5.45M | Sell |
160,608
-10,528
| -6% | -$358K | 0.21% | 84 |
|
|
2023
Q2 | $6.1M | Sell |
171,136
-9,022
| -5% | -$322K | 0.23% | 84 |
|
|
2023
Q1 | $6.27M | Sell |
180,158
-106,880
| -37% | -$3.72M | 0.24% | 84 |
|
|
2022
Q4 | $9.25M | Buy |
287,038
+146,032
| +104% | +$4.7M | 0.37% | 68 |
|
|
2022
Q3 | $3.97M | Sell |
141,006
-101,707
| -42% | -$2.86M | 0.17% | 91 |
|
|
2022
Q2 | $7.63M | Buy |
242,713
+96,589
| +66% | +$3.04M | 0.31% | 77 |
|
|
2022
Q1 | $5.37M | Sell |
146,124
-20,034
| -12% | -$736K | 0.2% | 86 |
|
|
2021
Q4 | $6.46M | Buy |
166,158
+9,084
| +6% | +$353K | 0.23% | 80 |
|
|
2021
Q3 | $6.08M | Sell |
157,074
-584
| -0.4% | -$22.6K | 0.24% | 77 |
|
|
2021
Q2 | $6.22M | Sell |
157,658
-13,458
| -8% | -$531K | 0.24% | 79 |
|
|
2021
Q1 | $6.44M | Sell |
171,116
-68,389
| -29% | -$2.57M | 0.27% | 74 |
|
|
2020
Q4 | $8.63M | Buy |
239,505
+190,153
| +385% | +$6.85M | 0.38% | 62 |
|
|
2020
Q3 | $1.55M | Sell |
49,352
-2,242
| -4% | -$70.4K | 0.08% | 89 |
|
|
2020
Q2 | $1.54M | Sell |
51,594
-18,792
| -27% | -$559K | 0.08% | 89 |
|
|
2020
Q1 | $1.82M | Buy |
70,386
+26,387
| +60% | +$682K | 0.11% | 82 |
|
|
2019
Q4 | $1.48M | Sell |
43,999
-8,166
| -16% | -$275K | 0.08% | 90 |
|
|
2019
Q3 | $1.66M | Sell |
52,165
-2,329
| -4% | -$74.2K | 0.09% | 88 |
|
|
2019
Q2 | $1.75M | Sell |
54,494
-3,238
| -6% | -$104K | 0.1% | 88 |
|
|
2019
Q1 | $1.81M | Sell |
57,732
-147,680
| -72% | -$4.62M | 0.1% | 88 |
|
|
2018
Q4 | $5.82M | Buy |
205,412
+163,032
| +385% | +$4.62M | 0.35% | 55 |
|
|
2018
Q3 | $1.42M | Buy |
42,380
+2,020
| +5% | +$67.7K | 0.08% | 92 |
|
|
2018
Q2 | $1.33M | Buy |
40,360
+867
| +2% | +$28.7K | 0.08% | 92 |
|
|
2018
Q1 | $1.33M | Buy |
39,493
+71
| +0.2% | +$2.39K | 0.08% | 90 |
|
|
2017
Q4 | $1.34M | Buy |
39,422
+2,366
| +6% | +$80.6K | 0.08% | 88 |
|
|
2017
Q3 | $1.24M | Sell |
37,056
-602
| -2% | -$20.1K | 0.08% | 90 |
|
|
2017
Q2 | $1.2M | Sell |
37,658
-4,860
| -11% | -$154K | 0.08% | 89 |
|
|
2017
Q1 | $1.27M | Sell |
42,518
-92,545
| -69% | -$2.76M | 0.09% | 83 |
|
|
2016
Q4 | $3.74M | Buy |
135,063
+99,392
| +279% | +$2.75M | 0.27% | 63 |
|
|
2016
Q3 | $1.03M | Buy |
35,671
+1,448
| +4% | +$41.7K | 0.08% | 86 |
|
|
2016
Q2 | $928K | Buy |
34,223
+23,636
| +223% | +$641K | 0.08% | 86 |
|
|
2016
Q1 | $292K | Hold |
10,587
| – | – | 0.03% | 111 |
|
|
2015
Q4 | $292K | Buy |
10,587
+2,302
| +28% | +$63.5K | 0.03% | 111 |
|
|
2015
Q3 | $227K | Sell |
8,285
-1,681
| -17% | -$46.1K | 0.03% | 113 |
|
|
2015
Q2 | $304K | Buy |
9,966
+2,018
| +25% | +$61.6K | 0.02% | 201 |
|
|
2015
Q1 | $240K | Buy |
7,948
+182
| +2% | +$5.5K | 0.03% | 101 |
|
|
2014
Q4 | $225K | Sell |
7,766
-1,671
| -18% | -$48.4K | 0.02% | 109 |
|
|
2014
Q3 | $293K | Buy |
9,437
+2,000
| +27% | +$62.1K | 0.03% | 114 |
|
|
2014
Q2 | $245K | Sell |
7,437
-564
| -7% | -$18.6K | 0.03% | 120 |
|
|
2014
Q1 | $252K | Buy |
8,001
+69
| +0.9% | +$2.17K | 0.03% | 107 |
|
|
2013
Q4 | $250K | Buy |
7,932
+644
| +9% | +$20.3K | 0.03% | 95 |
|
|
2013
Q3 | $221K | Sell |
7,288
-156
| -2% | -$4.73K | 0.03% | 91 |
|
|
2013
Q2 | $202K | Buy |
+7,444
| New | +$202K | 0.02% | 91 |
|