HHM 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
$27.7M Buy
1,253,144
+20,681
+2% +$457K 3.29% 7
2025
Q1
$24.4M Buy
1,232,463
+41,784
+4% +$826K 3.28% 8
2024
Q4
$22M Buy
1,190,679
+30,875
+3% +$571K 3% 8
2024
Q3
$23.8M Sell
1,159,804
-37,870
-3% -$779K 3.38% 8
2024
Q2
$23M Buy
1,197,674
+42,554
+4% +$817K 3.46% 6
2024
Q1
$22.5M Buy
1,155,120
+26,556
+2% +$518K 3.71% 6
2023
Q4
$20.9M Buy
1,128,564
+422
+0% +$7.8K 3.63% 6
2023
Q3
$19.2M Buy
1,128,142
+49,990
+5% +$849K 3.74% 6
2023
Q2
$19.2M Buy
1,078,152
+30,124
+3% +$537K 3.6% 5
2023
Q1
$18.2M Buy
1,048,028
+162,740
+18% +$2.83M 3.72% 5
2022
Q4
$14.3M Buy
885,288
+118,204
+15% +$1.9M 3.26% 5
2022
Q3
$10.8M Buy
767,084
+142,170
+23% +$2M 2.84% 5
2022
Q2
$9.83M Buy
624,914
+45,894
+8% +$722K 2.52% 6
2022
Q1
$10.6M Buy
579,020
+75,458
+15% +$1.39M 2.48% 6
2021
Q4
$9.79M Buy
503,562
+95,240
+23% +$1.85M 2.36% 8
2021
Q3
$7.9M Buy
408,322
+42,416
+12% +$821K 2.15% 9
2021
Q2
$7.22M Buy
365,906
+44,356
+14% +$875K 1.96% 10
2021
Q1
$6.05M Buy
321,550
+49,104
+18% +$924K 1.87% 10
2020
Q4
$4.91M Buy
272,446
+1,778
+0.7% +$32K 1.69% 10
2020
Q3
$4.25M Sell
270,668
-22,918
-8% -$360K 1.7% 10
2020
Q2
$4.37M Buy
293,586
+54,474
+23% +$810K 1.82% 10
2020
Q1
$3.09M Sell
239,112
-33,600
-12% -$434K 1.51% 11
2019
Q4
$4.54M Buy
272,712
+52,928
+24% +$880K 2.18% 11
2019
Q3
$3.5M Sell
219,784
-2,608
-1% -$41.5K 1.99% 11
2019
Q2
$3.57M Buy
222,392
+7,996
+4% +$128K 2.1% 11
2019
Q1
$3.36M Sell
214,396
-1,984
-0.9% -$31.1K 2.15% 11
2018
Q4
$3.07M Buy
+216,380
New +$3.07M 2.25% 12