Heartwood Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Buy |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $593K | Sell |
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|
2024
Q4 | $564K | Sell |
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|
2024
Q3 | $653K | Sell |
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|
2024
Q2 | $616K | Hold |
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|
2024
Q1 | $626K | Sell |
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|
2023
Q4 | $722K | Buy |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $538K | Hold |
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|
2023
Q1 | $525K | Hold |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $431K | Sell |
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|
2021
Q4 | $480K | Hold |
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|
2021
Q3 | $478K | Sell |
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|
2021
Q2 | $490K | Hold |
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|
2021
Q1 | $468K | Sell |
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|
2020
Q4 | $483K | Sell |
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|
2020
Q3 | $432K | Hold |
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|
2020
Q2 | $409K | Buy |
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|
2020
Q1 | $271K | Buy |
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|
2019
Q4 | $290K | Buy |
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