Integrated Wealth Management (Palm Desert)’s Schwab International Equity ETF SCHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$1.3M Buy
2016
Q4
$1.03M Buy
2016
Q3
$825K Buy
2016
Q2
$652K Buy
2016
Q1
Sell
2015
Q4
$339K Buy
2015
Q3
$335K Buy
2015
Q2
$352K Buy
2015
Q1
$205K Buy