Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.31M | Buy |
87,372
+12,626
| +17% | +$189K | 0.44% | 67 |
|
|
2016
Q4 | $1.03M | Buy |
74,746
+17,466
| +30% | +$242K | 0.39% | 75 |
|
|
2016
Q3 | $825K | Buy |
57,280
+9,176
| +19% | +$132K | 0.3% | 79 |
|
|
2016
Q2 | $652K | Buy |
+48,104
| New | +$652K | 0.25% | 84 |
|
|
2016
Q1 | – | Sell |
-24,634
| Closed | -$339K | – | 1303 |
|
|
2015
Q4 | $339K | Buy |
24,634
+164
| +0.7% | +$2.26K | 0.15% | 126 |
|
|
2015
Q3 | $335K | Buy |
24,470
+1,396
| +6% | +$19.1K | 0.15% | 129 |
|
|
2015
Q2 | $352K | Buy |
23,074
+9,504
| +70% | +$145K | 0.14% | 127 |
|
|
2015
Q1 | $205K | Buy |
+13,570
| New | +$205K | 0.09% | 181 |
|