JNBA Financial Advisors’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 | $13.7K | Hold |
618
| – | – | ﹤0.01% | 431 |
|
|
2025
Q1 | $12.2K | Buy |
618
+228
| +58% | +$4.51K | ﹤0.01% | 435 |
|
|
2024
Q4 | $7.22K | Hold |
390
| – | – | ﹤0.01% | 488 |
|
|
2024
Q3 | $8.02K | Hold |
390
| – | – | ﹤0.01% | 480 |
|
|
2024
Q2 | $7.49K | Sell |
390
-144
| -27% | -$2.77K | ﹤0.01% | 481 |
|
|
2024
Q1 | $10.4K | Sell |
534
-1,686
| -76% | -$32.9K | ﹤0.01% | 464 |
|
|
2023
Q4 | $41K | Hold |
2,220
| – | – | ﹤0.01% | 308 |
|
|
2023
Q3 | $37.7K | Hold |
2,220
| – | – | ﹤0.01% | 310 |
|
|
2023
Q2 | $39.6K | Hold |
2,220
| – | – | ﹤0.01% | 314 |
|
|
2023
Q1 | $38.6K | Sell |
2,220
-1,044
| -32% | -$18.2K | 0.01% | 310 |
|
|
2022
Q4 | $52.6K | Sell |
3,264
-1,150
| -26% | -$18.5K | 0.01% | 276 |
|
|
2022
Q3 | $62K | Sell |
4,414
-2,140
| -33% | -$30.1K | 0.01% | 258 |
|
|
2022
Q2 | $103K | Buy |
6,554
+2,054
| +46% | +$32.3K | 0.02% | 219 |
|
|
2022
Q1 | $83K | Buy |
4,500
+2,272
| +102% | +$41.9K | 0.01% | 244 |
|
|
2021
Q4 | $43K | Buy |
2,228
+116
| +5% | +$2.24K | 0.01% | 325 |
|
|
2021
Q3 | $41K | Buy |
2,112
+20
| +1% | +$388 | 0.01% | 320 |
|
|
2021
Q2 | $41K | Hold |
2,092
| – | – | 0.01% | 312 |
|
|
2021
Q1 | $39K | Buy |
2,092
+412
| +25% | +$7.68K | 0.01% | 311 |
|
|
2020
Q4 | $30K | Sell |
1,680
-176
| -9% | -$3.14K | ﹤0.01% | 311 |
|
|
2020
Q3 | $29K | Hold |
1,856
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $28K | Hold |
1,856
| – | – | 0.01% | 294 |
|
|
2020
Q1 | $24K | Sell |
1,856
-266
| -13% | -$3.44K | 0.01% | 294 |
|
|
2019
Q4 | $36K | Sell |
2,122
-658
| -24% | -$11.2K | 0.01% | 282 |
|
|
2019
Q3 | $44K | Buy |
2,780
+176
| +7% | +$2.79K | 0.01% | 245 |
|
|
2019
Q2 | $42K | Hold |
2,604
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $41K | Hold |
2,604
| – | – | 0.01% | 249 |
|
|
2018
Q4 | $37K | Sell |
2,604
-90,742
| -97% | -$1.29M | 0.01% | 240 |
|
|
2018
Q3 | $1.57M | Buy |
93,346
+93,066
| +33,238% | +$1.56M | 0.7% | 46 |
|
|
2018
Q2 | $5K | Buy |
+280
| New | +$5K | ﹤0.01% | 459 |
|
|
2016
Q4 | – | Sell |
-20,146
| Closed | -$290K | – | 1181 |
|
|
2016
Q3 | $290K | Buy |
+20,146
| New | +$290K | 0.04% | 171 |
|