HCR Wealth 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 | $330K | Hold |
14,948
| – | – | 0.04% | 174 |
|
|
2025
Q1 | $296K | Hold |
14,948
| – | – | 0.04% | 182 |
|
|
2024
Q4 | $277K | Sell |
14,948
-80
| -0.5% | -$1.48K | 0.03% | 188 |
|
|
2024
Q3 | $309K | Hold |
15,028
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $289K | Buy |
15,028
+2
| +0% | +$38 | 0.04% | 178 |
|
|
2024
Q1 | $293K | Buy |
15,026
+198
| +1% | +$3.86K | 0.04% | 173 |
|
|
2023
Q4 | $274K | Buy |
+14,828
| New | +$274K | 0.04% | 164 |
|
|
2021
Q1 | – | Sell |
-2,020
| Closed | -$36K | – | 254 |
|
|
2020
Q4 | $36K | Hold |
2,020
| – | – | 0.01% | 214 |
|
|
2020
Q3 | $32K | Hold |
2,020
| – | – | 0.01% | 193 |
|
|
2020
Q2 | $30K | Sell |
2,020
-3,818
| -65% | -$56.7K | 0.01% | 193 |
|
|
2020
Q1 | $75K | Buy |
5,838
+18
| +0.3% | +$231 | 0.02% | 164 |
|
|
2019
Q4 | $98K | Buy |
+5,820
| New | +$98K | 0.02% | 170 |
|