Golden State Wealth 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 | $360K | Sell |
16,308
-5,656
| -26% | -$125K | 0.04% | 284 |
|
2025
Q1 | $434K | Sell |
21,964
-3,231
| -13% | -$63.9K | 0.06% | 227 |
|
2024
Q4 | $466K | Buy |
+25,195
| New | +$466K | 0.07% | 205 |
|
2022
Q1 | $393K | Buy |
21,406
+4,982
| +30% | +$91.5K | 0.08% | 206 |
|
2021
Q4 | $319K | Buy |
16,424
+34
| +0.2% | +$660 | 0.05% | 279 |
|
2021
Q3 | $317K | Buy |
16,390
+526
| +3% | +$10.2K | 0.07% | 226 |
|
2021
Q2 | $313K | Buy |
15,864
+12
| +0.1% | +$237 | 0.07% | 221 |
|
2021
Q1 | $298K | Buy |
15,852
+1,496
| +10% | +$28.1K | 0.1% | 151 |
|
2020
Q4 | $258K | Sell |
14,356
-3,770
| -21% | -$67.8K | 0.07% | 201 |
|
2020
Q3 | $285K | Sell |
18,126
-12
| -0.1% | -$189 | 0.1% | 150 |
|
2020
Q2 | $270K | Buy |
18,138
+12
| +0.1% | +$179 | 0.09% | 150 |
|
2020
Q1 | $234K | Buy |
+18,126
| New | +$234K | 0.1% | 136 |
|
2019
Q4 | – | Sell |
-18,144
| Closed | -$289K | – | 739 |
|
2019
Q3 | $289K | Buy |
18,144
+18
| +0.1% | +$287 | 0.1% | 160 |
|
2019
Q2 | $290K | Sell |
18,126
-8,802
| -33% | -$141K | 0.09% | 171 |
|
2019
Q1 | $422K | Buy |
+26,928
| New | +$422K | 0.14% | 133 |
|