Evermay 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
Q2 | $1.44M | Sell |
65,247
-286
| -0.4% | -$6.32K | 0.18% | 52 |
|
|
2025
Q1 | $1.3M | Sell |
65,533
-2,000
| -3% | -$39.6K | 0.17% | 63 |
|
|
2024
Q4 | $1.25M | Sell |
67,533
-3,081
| -4% | -$57K | 0.19% | 65 |
|
|
2024
Q3 | $1.45M | Sell |
70,614
-452
| -0.6% | -$9.29K | 0.23% | 58 |
|
|
2024
Q2 | $1.37M | Sell |
71,066
-198
| -0.3% | -$3.82K | 0.22% | 61 |
|
|
2024
Q1 | $1.39M | Sell |
71,264
-446
| -0.6% | -$8.7K | 0.21% | 60 |
|
|
2023
Q4 | $1.33M | Sell |
71,710
-514
| -0.7% | -$9.5K | 0.24% | 43 |
|
|
2023
Q3 | $1.23M | Sell |
72,224
-76
| -0.1% | -$1.29K | 0.25% | 43 |
|
|
2023
Q2 | $1.29M | Sell |
72,300
-276
| -0.4% | -$4.92K | 0.25% | 43 |
|
|
2023
Q1 | $1.26M | Sell |
72,576
-2,068
| -3% | -$36K | 0.25% | 45 |
|
|
2022
Q4 | $1.2M | Sell |
74,644
-13,046
| -15% | -$210K | 0.24% | 48 |
|
|
2022
Q3 | $1.23M | Sell |
87,690
-1,536
| -2% | -$21.6K | 0.25% | 45 |
|
|
2022
Q2 | $1.4M | Sell |
89,226
-1,812
| -2% | -$28.5K | 0.27% | 43 |
|
|
2022
Q1 | $1.67M | Buy |
91,038
+87,322
| +2,350% | +$1.6M | 0.28% | 40 |
|
|
2021
Q4 | $72K | Hold |
3,716
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $72K | Buy |
3,716
+80
| +2% | +$1.55K | 0.01% | 237 |
|
|
2021
Q2 | $72K | Buy |
+3,636
| New | +$72K | 0.01% | 245 |
|