Heartwood 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 | $1.15M | Buy |
52,074
+22,084
| +74% | +$488K | 0.12% | 72 |
|
|
2025
Q1 | $593K | Sell |
29,990
-518
| -2% | -$10.2K | 0.07% | 95 |
|
|
2024
Q4 | $564K | Sell |
30,508
-1,250
| -4% | -$23.1K | 0.06% | 91 |
|
|
2024
Q3 | $653K | Sell |
31,758
-308
| -1% | -$6.33K | 0.07% | 88 |
|
|
2024
Q2 | $616K | Hold |
32,066
| – | – | 0.07% | 87 |
|
|
2024
Q1 | $626K | Sell |
32,066
-7,010
| -18% | -$137K | 0.08% | 83 |
|
|
2023
Q4 | $722K | Buy |
39,076
+9,468
| +32% | +$175K | 0.1% | 69 |
|
|
2023
Q3 | $503K | Sell |
29,608
-568
| -2% | -$9.65K | 0.07% | 80 |
|
|
2023
Q2 | $538K | Hold |
30,176
| – | – | 0.08% | 81 |
|
|
2023
Q1 | $525K | Hold |
30,176
| – | – | 0.08% | 80 |
|
|
2022
Q4 | $486K | Sell |
30,176
-696
| -2% | -$11.2K | 0.08% | 81 |
|
|
2022
Q3 | $434K | Buy |
30,872
+7,396
| +32% | +$104K | 0.08% | 75 |
|
|
2022
Q2 | $369K | Hold |
23,476
| – | – | 0.06% | 88 |
|
|
2022
Q1 | $431K | Sell |
23,476
-1,224
| -5% | -$22.5K | 0.06% | 84 |
|
|
2021
Q4 | $480K | Hold |
24,700
| – | – | 0.07% | 65 |
|
|
2021
Q3 | $478K | Sell |
24,700
-156
| -0.6% | -$3.02K | 0.07% | 62 |
|
|
2021
Q2 | $490K | Hold |
24,856
| – | – | 0.08% | 61 |
|
|
2021
Q1 | $468K | Sell |
24,856
-1,954
| -7% | -$36.8K | 0.08% | 58 |
|
|
2020
Q4 | $483K | Sell |
26,810
-708
| -3% | -$12.8K | 0.08% | 54 |
|
|
2020
Q3 | $432K | Hold |
27,518
| – | – | 0.08% | 52 |
|
|
2020
Q2 | $409K | Buy |
27,518
+6,560
| +31% | +$97.5K | 0.08% | 52 |
|
|
2020
Q1 | $271K | Buy |
20,958
+3,734
| +22% | +$48.3K | 0.07% | 55 |
|
|
2019
Q4 | $290K | Buy |
+17,224
| New | +$290K | 0.06% | 68 |
|