Heritage 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 | $2.64K | Buy |
120
+1
| +0.8% | +$22 | ﹤0.01% | 501 |
|
|
2025
Q1 | $2.35K | Hold |
119
| – | – | ﹤0.01% | 501 |
|
|
2024
Q4 | $2.2K | Buy |
119
+3
| +3% | +$55 | ﹤0.01% | 551 |
|
|
2024
Q3 | $2.4K | Buy |
+116
| New | +$2.4K | ﹤0.01% | 541 |
|
|
2022
Q4 | – | Sell |
-144
| Closed | -$2.03K | – | 576 |
|
|
2022
Q3 | $2.03K | Hold |
144
| – | – | ﹤0.01% | 481 |
|
|
2022
Q2 | $2K | Hold |
144
| – | – | ﹤0.01% | 526 |
|
|
2022
Q1 | $3K | Hold |
144
| – | – | ﹤0.01% | 492 |
|
|
2021
Q4 | $3K | Hold |
144
| – | – | ﹤0.01% | 505 |
|
|
2021
Q3 | $2.79K | Hold |
144
| – | – | ﹤0.01% | 496 |
|
|
2021
Q2 | $2.84K | Sell |
144
-360
| -71% | -$7.1K | ﹤0.01% | 500 |
|
|
2021
Q1 | $9.48K | Sell |
504
-1,238
| -71% | -$23.3K | ﹤0.01% | 466 |
|
|
2020
Q4 | $31K | Hold |
1,742
| – | – | ﹤0.01% | 368 |
|
|
2020
Q3 | $27.3K | Hold |
1,742
| – | – | ﹤0.01% | 325 |
|
|
2020
Q2 | $25.9K | Sell |
1,742
-744
| -30% | -$11.1K | ﹤0.01% | 309 |
|
|
2020
Q1 | $32.1K | Sell |
2,486
-200
| -7% | -$2.58K | 0.01% | 277 |
|
|
2019
Q4 | $45.2K | Sell |
2,686
-944
| -26% | -$15.9K | 0.01% | 311 |
|
|
2019
Q3 | $57K | Sell |
3,630
-5,488
| -60% | -$86.2K | 0.01% | 262 |
|
|
2019
Q2 | $146K | Buy |
+9,118
| New | +$146K | 0.02% | 164 |
|
|
2019
Q1 | – | Sell |
-232
| Closed | -$3K | – | 460 |
|
|
2018
Q4 | $3K | Hold |
232
| – | – | ﹤0.01% | 350 |
|
|
2018
Q3 | $3K | Buy |
+232
| New | +$3K | ﹤0.01% | 346 |
|