Holistic Planning’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 | $403K | Buy |
18,217
+3,408
| +23% | +$75.3K | 0.12% | 142 |
|
|
2025
Q1 | $293K | Hold |
14,809
| – | – | 0.1% | 143 |
|
|
2024
Q4 | $274K | Buy |
14,809
+271
| +2% | +$5.01K | 0.1% | 140 |
|
|
2024
Q3 | $299K | Sell |
14,538
-928
| -6% | -$19.1K | 0.13% | 113 |
|
|
2024
Q2 | $302K | Hold |
15,466
| – | – | 0.23% | 83 |
|
|
2024
Q1 | $302K | Buy |
15,466
+254
| +2% | +$4.96K | 0.23% | 83 |
|
|
2023
Q4 | $281K | Buy |
+15,212
| New | +$281K | 0.24% | 89 |
|