DWM
Diversify 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 | $3.63M | Sell |
160,045
-1,801
| -1% | -$40.8K | 0.22% | 129 |
|
2025
Q1 | $3.33M | Sell |
161,846
-25,485
| -14% | -$525K | 0.25% | 120 |
|
2024
Q4 | $3.45M | Buy |
187,331
+20,367
| +12% | +$375K | 0.27% | 101 |
|
2024
Q3 | $3.29M | Buy |
166,964
+154,270
| +1,215% | +$3.04M | 0.32% | 80 |
|
2024
Q2 | $469K | Buy |
+12,694
| New | +$469K | 0.06% | 294 |
|