JWM
JFG 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 | $3.51M | Buy |
159,020
+11,020
| +7% | +$244K | 0.74% | 13 |
|
|
2025
Q1 | $2.93M | Buy |
148,000
+2,279
| +2% | +$45.1K | 0.67% | 13 |
|
|
2024
Q4 | $2.7M | Buy |
+145,721
| New | +$2.7M | 0.62% | 16 |
|
|
2022
Q4 | – | Sell |
-587,309
| Closed | -$16.5M | – | 43 |
|
|
2022
Q3 | $16.5M | Buy |
587,309
+570,633
| +3,422% | +$16.1M | 5.54% | 6 |
|
|
2022
Q2 | $524K | Buy |
+16,676
| New | +$524K | 0.19% | 17 |
|
|
2022
Q1 | – | Sell |
-17,171
| Closed | -$667K | – | 59 |
|
|
2021
Q4 | $667K | Buy |
+17,171
| New | +$667K | 0.25% | 15 |
|
|
2020
Q4 | – | Sell |
-290
| Closed | -$9.11K | – | 65 |
|
|
2020
Q3 | $9.11K | Buy |
+290
| New | +$9.11K | 0.01% | 48 |
|
|
2020
Q2 | – | Sell |
-8,331
| Closed | -$215K | – | 19 |
|
|
2020
Q1 | $215K | Buy |
8,331
+1,045
| +14% | +$27K | 0.35% | 10 |
|
|
2019
Q4 | $245K | Sell |
7,286
-210
| -3% | -$7.06K | 0.23% | 12 |
|
|
2019
Q3 | $239K | Hold |
7,496
| – | – | 0.22% | 13 |
|
|
2019
Q2 | $239K | Buy |
7,496
+955
| +15% | +$30.4K | 0.2% | 13 |
|
|
2019
Q1 | $205K | Sell |
6,541
-124,483
| -95% | -$3.9M | 0.17% | 13 |
|
|
2018
Q4 | $3.71M | Buy |
+131,024
| New | +$3.71M | 3.34% | 6 |
|