EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
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|
2025
Q1 | $10.9M | Sell |
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|
2024
Q4 | $10.4M | Buy |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $5.36M | Buy |
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|
2024
Q1 | $5.1M | Sell |
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|
2023
Q4 | $5.01M | Buy |
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|
2023
Q3 | $4.24M | Buy |
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|
2023
Q2 | $4.48M | Sell |
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|
2023
Q1 | $2.62M | Sell |
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|
2022
Q4 | $4.41M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.7M | Sell |
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|
2022
Q1 | $6.87M | Sell |
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|
2021
Q4 | $7.33M | Buy |
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|
2021
Q3 | $7.23M | Sell |
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|
2021
Q2 | $7.61M | Sell |
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|
2021
Q1 | $7.53M | Buy |
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|
2020
Q4 | $2.97M | Buy |
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|
2020
Q3 | $2.19M | Sell |
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|
2020
Q2 | $2.13M | Sell |
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|
2020
Q1 | $2.1M | Buy |
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|
2019
Q4 | $1.93M | Buy |
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|
2019
Q3 | $1.01M | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $2.71M | Sell |
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|
2018
Q4 | $3.29M | Buy |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $563K | Buy |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $481K | Buy |
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|
2017
Q3 | $238K | Buy |
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|
2017
Q2 | $217K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $447K | Buy |
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|
2016
Q3 | $279K | Sell |
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|
2016
Q2 | $273K | Sell |
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|
2016
Q1 | $1.02M | Sell |
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|
2015
Q4 | $5.92M | Buy |
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|
2015
Q3 | $1.53M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.25M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $212K | Buy |
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