EWM
Empirical 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 | $21.1M | Sell |
955,803
-9,267
| -1% | -$205K | 0.48% | 39 |
|
|
2025
Q1 | $19.1M | Buy |
965,070
+135,961
| +16% | +$2.69M | 0.49% | 35 |
|
|
2024
Q4 | $15.3M | Buy |
829,109
+431,733
| +109% | +$7.99M | 0.42% | 47 |
|
|
2024
Q3 | $16.3M | Buy |
397,376
+32,440
| +9% | +$1.33M | 0.46% | 41 |
|
|
2024
Q2 | $14M | Buy |
364,936
+31,683
| +10% | +$1.22M | 0.42% | 45 |
|
|
2024
Q1 | $13M | Buy |
333,253
+37,525
| +13% | +$1.46M | 0.39% | 48 |
|
|
2023
Q4 | $10.9M | Buy |
295,728
+41,488
| +16% | +$1.53M | 0.36% | 55 |
|
|
2023
Q3 | $8.63M | Buy |
254,240
+47,568
| +23% | +$1.62M | 0.34% | 65 |
|
|
2023
Q2 | $7.37M | Buy |
206,672
+32,804
| +19% | +$1.17M | 0.3% | 69 |
|
|
2023
Q1 | $6.05M | Buy |
173,868
+8,967
| +5% | +$312K | 0.26% | 72 |
|
|
2022
Q4 | $5.31M | Buy |
164,901
+25,758
| +19% | +$830K | 0.25% | 79 |
|
|
2022
Q3 | $3.91M | Buy |
139,143
+36,729
| +36% | +$1.03M | 0.21% | 87 |
|
|
2022
Q2 | $3.22M | Sell |
102,414
-14,882
| -13% | -$468K | 0.17% | 94 |
|
|
2022
Q1 | $4.31M | Sell |
117,296
-4,301
| -4% | -$158K | 0.21% | 76 |
|
|
2021
Q4 | $4.73M | Sell |
121,597
-60,073
| -33% | -$2.33M | 0.24% | 75 |
|
|
2021
Q3 | $7.03M | Buy |
181,670
+75,659
| +71% | +$2.93M | 0.4% | 47 |
|
|
2021
Q2 | $4.18M | Buy |
106,011
+16,028
| +18% | +$632K | 0.25% | 68 |
|
|
2021
Q1 | $3.39M | Buy |
89,983
+26,284
| +41% | +$989K | 0.27% | 65 |
|
|
2020
Q4 | $2.29M | Buy |
63,699
+17,602
| +38% | +$634K | 0.17% | 80 |
|
|
2020
Q3 | $1.45M | Buy |
46,097
+16,532
| +56% | +$519K | 0.12% | 112 |
|
|
2020
Q2 | $880K | Sell |
29,565
-2,048
| -6% | -$61K | 0.08% | 138 |
|
|
2020
Q1 | $817K | Sell |
31,613
-4,621
| -13% | -$119K | 0.09% | 126 |
|
|
2019
Q4 | $1.22M | Sell |
36,234
-7,595
| -17% | -$256K | 0.13% | 106 |
|
|
2019
Q3 | $1.4M | Buy |
43,829
+16,485
| +60% | +$525K | 0.17% | 89 |
|
|
2019
Q2 | $877K | Buy |
27,344
+11,271
| +70% | +$361K | 0.11% | 110 |
|
|
2019
Q1 | $503K | Sell |
16,073
-553
| -3% | -$17.3K | 0.07% | 139 |
|
|
2018
Q4 | $471K | Sell |
16,626
-3,943
| -19% | -$112K | 0.08% | 125 |
|
|
2018
Q3 | $690K | Sell |
20,569
-1,376
| -6% | -$46.2K | 0.12% | 97 |
|
|
2018
Q2 | $725K | Buy |
21,945
+3,564
| +19% | +$118K | 0.14% | 83 |
|
|
2018
Q1 | $620K | Buy |
18,381
+5,196
| +39% | +$175K | 0.12% | 89 |
|
|
2017
Q4 | $449K | Buy |
13,185
+1,712
| +15% | +$58.3K | 0.1% | 95 |
|
|
2017
Q3 | $384K | Sell |
11,473
-550
| -5% | -$18.4K | 0.09% | 96 |
|
|
2017
Q2 | $382K | Buy |
12,023
+501
| +4% | +$15.9K | 0.09% | 97 |
|
|
2017
Q1 | $344K | Sell |
11,522
-3,944
| -26% | -$118K | 0.09% | 96 |
|
|
2016
Q4 | $428K | Sell |
15,466
-1,479
| -9% | -$40.9K | 0.11% | 83 |
|
|
2016
Q3 | $488K | Buy |
16,945
+54
| +0.3% | +$1.56K | 0.13% | 71 |
|
|
2016
Q2 | $458K | Sell |
16,891
-24,208
| -59% | -$656K | 0.12% | 72 |
|
|
2016
Q1 | $1.11M | Sell |
41,099
-8,416
| -17% | -$228K | 0.27% | 47 |
|
|
2015
Q4 | $1.37M | Sell |
49,515
-2,122
| -4% | -$58.5K | 0.33% | 39 |
|
|
2015
Q3 | $1.41M | Sell |
51,637
-6,297
| -11% | -$172K | 0.33% | 41 |
|
|
2015
Q2 | $1.77M | Sell |
57,934
-5,501
| -9% | -$168K | 0.41% | 31 |
|
|
2015
Q1 | $1.92M | Buy |
63,435
+581
| +0.9% | +$17.6K | 0.46% | 31 |
|
|
2014
Q4 | $1.82M | Buy |
62,854
+3,696
| +6% | +$107K | 0.44% | 33 |
|
|
2014
Q3 | $1.84M | Buy |
59,158
+2,711
| +5% | +$84.1K | 0.44% | 33 |
|
|
2014
Q2 | $1.86M | Sell |
56,447
-2,866
| -5% | -$94.5K | 0.46% | 31 |
|
|
2014
Q1 | $1.87M | Buy |
59,313
+3,161
| +6% | +$99.6K | 0.49% | 28 |
|
|
2013
Q4 | $1.77M | Buy |
56,152
+7,520
| +15% | +$237K | 0.5% | 26 |
|
|
2013
Q3 | $1.48M | Buy |
48,632
+1,237
| +3% | +$37.6K | 0.46% | 23 |
|
|
2013
Q2 | $1.29M | Buy |
+47,395
| New | +$1.29M | 0.43% | 21 |
|