FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $443K | Buy |
23,130
+2,144
| +10% | +$41K | 0.16% | 117 |
|
|
2023
Q4 | $388K | Buy |
20,986
+2,546
| +14% | +$47.1K | 0.15% | 127 |
|
|
2023
Q3 | $313K | Sell |
18,440
-4,628
| -20% | -$78.6K | 0.14% | 129 |
|
|
2023
Q2 | $411K | Sell |
23,068
-700
| -3% | -$12.5K | 0.18% | 103 |
|
|
2023
Q1 | $414K | Buy |
23,768
+2,006
| +9% | +$34.9K | 0.2% | 92 |
|
|
2022
Q4 | $350K | Sell |
21,762
-1,220
| -5% | -$19.6K | 0.2% | 96 |
|
|
2022
Q3 | $323K | Buy |
22,982
+4,726
| +26% | +$66.4K | 0.21% | 87 |
|
|
2022
Q2 | $287K | Sell |
18,256
-9,222
| -34% | -$145K | 0.19% | 96 |
|
|
2022
Q1 | $504K | Buy |
27,478
+4,532
| +20% | +$83.1K | 0.39% | 53 |
|
|
2021
Q4 | $446K | Buy |
+22,946
| New | +$446K | 0.28% | 62 |
|