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