EPG Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,929
| Closed | -$110K | – | 427 |
|
|
2024
Q4 | $110K | Buy |
5,929
+125
| +2% | +$2.31K | 0.03% | 257 |
|
|
2024
Q3 | $119K | Buy |
+5,804
| New | +$119K | 0.03% | 258 |
|
|
2024
Q2 | – | Sell |
-5,750
| Closed | -$112K | – | 271 |
|
|
2024
Q1 | $112K | Hold |
5,750
| – | – | 0.03% | 273 |
|
|
2023
Q4 | $104K | Buy |
5,750
+110
| +2% | +$2K | 0.03% | 262 |
|
|
2023
Q3 | $95.8K | Hold |
5,640
| – | – | 0.03% | 262 |
|
|
2023
Q2 | $101K | Buy |
5,640
+60
| +1% | +$1.07K | 0.03% | 259 |
|
|
2023
Q1 | $97.1K | Hold |
5,580
| – | – | 0.03% | 266 |
|
|
2022
Q4 | $89.9K | Buy |
5,580
+102
| +2% | +$1.64K | 0.03% | 238 |
|
|
2022
Q3 | $77K | Buy |
+5,478
| New | +$77K | 0.03% | 238 |
|
|
2022
Q2 | – | Sell |
-5,432
| Closed | -$100K | – | 361 |
|
|
2022
Q1 | $100K | Buy |
5,432
+6
| +0.1% | +$110 | 0.03% | 258 |
|
|
2021
Q4 | $105K | Buy |
5,426
+114
| +2% | +$2.21K | 0.04% | 259 |
|
|
2021
Q3 | $103K | Buy |
+5,312
| New | +$103K | 0.04% | 237 |
|
|
2020
Q2 | – | Sell |
-6,318
| Closed | -$82K | – | 640 |
|
|
2020
Q1 | $82K | Buy |
6,318
+6,148
| +3,616% | +$79.8K | 0.06% | 206 |
|
|
2019
Q4 | $3K | Buy |
+170
| New | +$3K | ﹤0.01% | 576 |
|