Financial Synergies Wealth Advisors’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 | $589K | Buy |
26,649
+2,950
| +12% | +$65.2K | 0.06% | 60 |
|
|
2025
Q1 | $469K | Buy |
23,699
+134
| +0.6% | +$2.65K | 0.06% | 55 |
|
|
2024
Q4 | $436K | Sell |
23,565
-4,973
| -17% | -$92K | 0.05% | 58 |
|
|
2024
Q3 | $587K | Buy |
28,538
+5,542
| +24% | +$114K | 0.07% | 51 |
|
|
2024
Q2 | $442K | Buy |
22,996
+318
| +1% | +$6.11K | 0.06% | 56 |
|
|
2024
Q1 | $442K | Sell |
22,678
-6,236
| -22% | -$122K | 0.06% | 57 |
|
|
2023
Q4 | $466K | Buy |
28,914
+70
| +0.2% | +$1.13K | 0.07% | 52 |
|
|
2023
Q3 | $490K | Sell |
28,844
-822
| -3% | -$14K | 0.07% | 50 |
|
|
2023
Q2 | $529K | Buy |
29,666
+1,504
| +5% | +$26.8K | 0.07% | 49 |
|
|
2023
Q1 | $490K | Sell |
28,162
-752
| -3% | -$13.1K | 0.07% | 52 |
|
|
2022
Q4 | $466K | Sell |
28,914
-1,114
| -4% | -$17.9K | 0.07% | 52 |
|
|
2022
Q3 | $422K | Sell |
30,028
-342
| -1% | -$4.81K | 0.07% | 53 |
|
|
2022
Q2 | $478K | Sell |
30,370
-4,144
| -12% | -$65.2K | 0.08% | 50 |
|
|
2022
Q1 | $634K | Sell |
34,514
-1,802
| -5% | -$33.1K | 0.1% | 42 |
|
|
2021
Q4 | $706K | Buy |
36,316
+8,104
| +29% | +$158K | 0.1% | 43 |
|
|
2021
Q3 | $546K | Buy |
28,212
+794
| +3% | +$15.4K | 0.07% | 42 |
|
|
2021
Q2 | $541K | Sell |
27,418
-3,732
| -12% | -$73.6K | 0.07% | 42 |
|
|
2021
Q1 | $586K | Buy |
31,150
+4,352
| +16% | +$81.9K | 0.09% | 40 |
|
|
2020
Q4 | $483K | Sell |
26,798
-38,846
| -59% | -$699K | 0.08% | 39 |
|
|
2020
Q3 | $1.03M | Sell |
65,644
-30,518
| -32% | -$479K | 0.26% | 36 |
|
|
2020
Q2 | $1.43M | Sell |
96,162
-1,146
| -1% | -$17K | 0.48% | 25 |
|
|
2020
Q1 | $1.26M | Buy |
97,308
+520
| +0.5% | +$6.72K | 0.72% | 14 |
|
|
2019
Q4 | $1.63M | Buy |
96,788
+4,954
| +5% | +$83.3K | 0.73% | 16 |
|
|
2019
Q3 | $1.46M | Buy |
91,834
+5,730
| +7% | +$91.3K | 0.71% | 15 |
|
|
2019
Q2 | $1.38M | Buy |
86,104
+12,872
| +18% | +$207K | 0.69% | 15 |
|
|
2019
Q1 | $1.15M | Buy |
+73,232
| New | +$1.15M | 0.61% | 16 |
|