EverSource Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
6,180
+445
| +8% | +$9.83K | 0.01% | 1040 |
|
|
2025
Q1 | $113K | Buy |
5,735
+881
| +18% | +$17.4K | 0.01% | 861 |
|
|
2024
Q4 | $89.8K | Sell |
4,854
-4,152
| -46% | -$76.8K | 0.01% | 941 |
|
|
2024
Q3 | $185K | Sell |
9,006
-182
| -2% | -$3.74K | 0.01% | 586 |
|
|
2024
Q2 | $182K | Buy |
9,188
+1,818
| +25% | +$35.9K | 0.01% | 591 |
|
|
2024
Q1 | $139K | Buy |
7,370
+1,664
| +29% | +$31.3K | 0.01% | 597 |
|
|
2023
Q4 | $105K | Buy |
5,706
+4,870
| +583% | +$90K | 0.01% | 621 |
|
|
2023
Q3 | $14.2K | Sell |
836
-1,252
| -60% | -$21.3K | ﹤0.01% | 1260 |
|
|
2023
Q2 | $37.2K | Buy |
2,088
+574
| +38% | +$10.2K | ﹤0.01% | 946 |
|
|
2023
Q1 | $26.3K | Buy |
1,514
+906
| +149% | +$15.8K | ﹤0.01% | 985 |
|
|
2022
Q4 | $9.79K | Buy |
608
+150
| +33% | +$2.42K | ﹤0.01% | 1340 |
|
|
2022
Q3 | $6K | Hold |
458
| – | – | ﹤0.01% | 1313 |
|
|
2022
Q2 | $7K | Hold |
458
| – | – | ﹤0.01% | 1164 |
|
|
2022
Q1 | $8K | Hold |
458
| – | – | ﹤0.01% | 1097 |
|
|
2021
Q4 | $9K | Buy |
+458
| New | +$9K | ﹤0.01% | 1015 |
|