ISWM
Independent Solutions Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
206,584
+6,427
| +3% | +$142K | 0.89% | 32 |
|
|
2025
Q1 | $3.96M | Buy |
200,157
+11,983
| +6% | +$237K | 0.89% | 30 |
|
|
2024
Q4 | $3.48M | Buy |
188,174
+87,525
| +87% | +$1.62M | 0.76% | 38 |
|
|
2024
Q3 | $4.14M | Sell |
100,649
-823
| -0.8% | -$33.8K | 0.94% | 29 |
|
|
2024
Q2 | $3.9M | Sell |
101,472
-54
| -0.1% | -$2.08K | 0.89% | 29 |
|
|
2024
Q1 | $3.96M | Buy |
101,526
+3,531
| +4% | +$138K | 0.94% | 29 |
|
|
2023
Q4 | $3.62M | Sell |
97,995
-949
| -1% | -$35.1K | 0.93% | 28 |
|
|
2023
Q3 | $3.36M | Buy |
98,944
+11,348
| +13% | +$385K | 0.87% | 26 |
|
|
2023
Q2 | $3.12M | Buy |
87,596
+7,060
| +9% | +$252K | 0.79% | 28 |
|
|
2023
Q1 | $2.8M | Sell |
80,536
-182
| -0.2% | -$6.33K | 0.83% | 29 |
|
|
2022
Q4 | $2.6M | Sell |
80,718
-1,735
| -2% | -$55.9K | 0.79% | 35 |
|
|
2022
Q3 | $2.32M | Buy |
82,453
+4,388
| +6% | +$123K | 0.76% | 32 |
|
|
2022
Q2 | $2.46M | Buy |
78,065
+17,218
| +28% | +$542K | 0.77% | 29 |
|
|
2022
Q1 | $2.23M | Sell |
60,847
-1,341
| -2% | -$49.2K | 0.53% | 44 |
|
|
2021
Q4 | $2.42M | Buy |
62,188
+2,326
| +4% | +$90.4K | 0.57% | 43 |
|
|
2021
Q3 | $2.32M | Buy |
59,862
+631
| +1% | +$24.4K | 0.57% | 46 |
|
|
2021
Q2 | $2.34M | Buy |
59,231
+7,430
| +14% | +$293K | 0.57% | 46 |
|
|
2021
Q1 | $1.95M | Sell |
51,801
-244
| -0.5% | -$9.18K | 0.54% | 45 |
|
|
2020
Q4 | $1.87M | Sell |
52,045
-8,033
| -13% | -$289K | 0.59% | 44 |
|
|
2020
Q3 | $1.89M | Sell |
60,078
-13,098
| -18% | -$411K | 0.72% | 36 |
|
|
2020
Q2 | $2.18M | Sell |
73,176
-7,286
| -9% | -$217K | 0.93% | 28 |
|
|
2020
Q1 | $2.08M | Sell |
80,462
-1,289
| -2% | -$33.3K | 1.15% | 23 |
|
|
2019
Q4 | $2.75M | Buy |
+81,751
| New | +$2.75M | 1.22% | 19 |
|