Guardian Financial Partners’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 | $17M | Buy |
769,248
+30,265
| +4% | +$669K | 7.63% | 3 |
|
2025
Q1 | $14.6M | Buy |
738,983
+7,804
| +1% | +$154K | 6.99% | 5 |
|
2024
Q4 | $13.5M | Buy |
731,179
+42,707
| +6% | +$790K | 8.04% | 3 |
|
2024
Q3 | $14.2M | Sell |
688,472
-3,014
| -0.4% | -$62K | 8.85% | 3 |
|
2024
Q2 | $13.3M | Buy |
691,486
+10,504
| +2% | +$202K | 8.81% | 3 |
|
2024
Q1 | $13.3M | Sell |
680,982
-12,026
| -2% | -$235K | 9.11% | 3 |
|
2023
Q4 | $12.8M | Buy |
693,008
+30,370
| +5% | +$561K | 10.51% | 2 |
|
2023
Q3 | $11.3M | Buy |
+662,638
| New | +$11.3M | 10.58% | 2 |
|
2023
Q2 | – | Sell |
-699,562
| Closed | -$12.2M | – | 31 |
|
2023
Q1 | $12.2M | Sell |
699,562
-60,970
| -8% | -$1.06M | 12.24% | 2 |
|
2022
Q4 | $12.2M | Sell |
760,532
-36,968
| -5% | -$595K | 12.99% | 2 |
|
2022
Q3 | $11.2M | Sell |
797,500
-161,576
| -17% | -$2.27M | 13% | 2 |
|
2022
Q2 | $15.1M | Buy |
959,076
+28,204
| +3% | +$443K | 16.89% | 3 |
|
2022
Q1 | $16.3M | Sell |
930,872
-9,172
| -1% | -$161K | 16.81% | 2 |
|
2021
Q4 | $18.3M | Buy |
+940,044
| New | +$18.3M | 17.44% | 2 |
|