GeoWealth 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 | $75.5K | Buy |
3,415
+5
| +0.1% | +$111 | ﹤0.01% | 874 |
|
|
2025
Q1 | $67.4K | Sell |
3,410
-2,014
| -37% | -$39.8K | ﹤0.01% | 853 |
|
|
2024
Q4 | $100K | Buy |
5,424
+730
| +16% | +$13.5K | ﹤0.01% | 965 |
|
|
2024
Q3 | $96.5K | Buy |
+4,694
| New | +$96.5K | ﹤0.01% | 902 |
|
|
2023
Q3 | – | Sell |
-65,260
| Closed | -$1.16M | – | 515 |
|
|
2023
Q2 | $1.16M | Buy |
65,260
+5,532
| +9% | +$98.6K | 0.13% | 117 |
|
|
2023
Q1 | $1.04M | Buy |
59,728
+13,686
| +30% | +$238K | 0.12% | 95 |
|
|
2022
Q4 | $742K | Sell |
46,042
-2,572
| -5% | -$41.5K | 0.08% | 128 |
|
|
2022
Q3 | $684K | Sell |
48,614
-8,122
| -14% | -$114K | 0.07% | 143 |
|
|
2022
Q2 | $893K | Buy |
56,736
+472
| +0.8% | +$7.43K | 0.12% | 113 |
|
|
2022
Q1 | $1.03M | Sell |
56,264
-302
| -0.5% | -$5.53K | 0.09% | 140 |
|
|
2021
Q4 | $1.1M | Buy |
56,566
+16,166
| +40% | +$315K | 0.09% | 142 |
|
|
2021
Q3 | $782K | Buy |
40,400
+17,302
| +75% | +$335K | 0.06% | 179 |
|
|
2021
Q2 | $454K | Buy |
23,098
+3,792
| +20% | +$74.5K | 0.06% | 156 |
|
|
2021
Q1 | $365K | Buy |
19,306
+2,910
| +18% | +$55K | 0.06% | 150 |
|
|
2020
Q4 | $293K | Buy |
16,396
+4,126
| +34% | +$73.7K | 0.05% | 178 |
|
|
2020
Q3 | $192K | Buy |
+12,270
| New | +$192K | 0.06% | 147 |
|
|
2019
Q4 | – | Sell |
-13,794
| Closed | -$220K | – | 186 |
|
|
2019
Q3 | $220K | Buy |
+13,794
| New | +$220K | 0.05% | 190 |
|