Glass Jacobson Investment 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 | $426K | Sell |
19,269
-21,431
| -53% | -$474K | 0.16% | 127 |
|
2025
Q1 | $753K | Hold |
40,700
| – | – | 0.25% | 111 |
|
2024
Q4 | $753K | Buy |
40,700
+2,472
| +6% | +$45.7K | 0.25% | 111 |
|
2024
Q3 | $786K | Buy |
38,228
+1,952
| +5% | +$40.1K | 0.26% | 108 |
|
2024
Q2 | $697K | Buy |
36,276
+1,756
| +5% | +$33.7K | 0.25% | 106 |
|
2024
Q1 | $673K | Buy |
34,520
+9,552
| +38% | +$186K | 0.25% | 103 |
|
2023
Q4 | $461K | Buy |
24,968
+12,154
| +95% | +$225K | 0.19% | 128 |
|
2023
Q3 | $218K | Buy |
12,814
+3,086
| +32% | +$52.4K | 0.1% | 189 |
|
2023
Q2 | $173K | Buy |
+9,728
| New | +$173K | 0.08% | 203 |
|
2022
Q4 | $133K | Buy |
+8,234
| New | +$133K | 0.07% | 238 |
|