JPLA
Joseph P. Lucia & Associates’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
14,907
+4,373
| +42% | +$96.6K | 0.13% | 116 |
|
|
2025
Q1 | $208K | Sell |
10,534
-280
| -3% | -$5.54K | 0.1% | 132 |
|
|
2024
Q4 | $200K | Buy |
10,814
+5,477
| +103% | +$101K | 0.09% | 141 |
|
|
2024
Q3 | $219K | Sell |
5,337
-245
| -4% | -$10.1K | 0.1% | 121 |
|
|
2024
Q2 | $214K | Hold |
5,582
| – | – | 0.11% | 113 |
|
|
2024
Q1 | $218K | Sell |
5,582
-375
| -6% | -$14.6K | 0.12% | 111 |
|
|
2023
Q4 | $220K | Sell |
5,957
-95
| -2% | -$3.51K | 0.14% | 105 |
|
|
2023
Q3 | $206K | Sell |
6,052
-160
| -3% | -$5.43K | 0.14% | 103 |
|
|
2023
Q2 | $221K | Buy |
+6,212
| New | +$221K | 0.15% | 106 |
|
|
2022
Q4 | – | Sell |
-7,505
| Closed | -$211K | – | 116 |
|
|
2022
Q3 | $211K | Sell |
7,505
-165
| -2% | -$4.64K | 0.17% | 102 |
|
|
2022
Q2 | $241K | Sell |
7,670
-1,465
| -16% | -$46K | 0.17% | 91 |
|
|
2022
Q1 | $335K | Sell |
9,135
-935
| -9% | -$34.3K | 0.2% | 82 |
|
|
2021
Q4 | $391K | Buy |
10,070
+365
| +4% | +$14.2K | 0.25% | 83 |
|
|
2021
Q3 | $376K | Sell |
9,705
-535
| -5% | -$20.7K | 0.22% | 92 |
|
|
2021
Q2 | $404K | Buy |
10,240
+1,360
| +15% | +$53.7K | 0.24% | 92 |
|
|
2021
Q1 | $334K | Buy |
8,880
+320
| +4% | +$12K | 0.15% | 93 |
|
|
2020
Q4 | $308K | Sell |
8,560
-384
| -4% | -$13.8K | 0.22% | 88 |
|
|
2020
Q3 | $281K | Buy |
8,944
+958
| +12% | +$30.1K | 0.26% | 78 |
|
|
2020
Q2 | $238K | Hold |
7,986
| – | – | 0.21% | 80 |
|
|
2020
Q1 | $206K | Hold |
7,986
| – | – | 0.23% | 80 |
|
|
2019
Q4 | $269K | Sell |
7,986
-411
| -5% | -$13.8K | 0.24% | 79 |
|
|
2019
Q3 | $268K | Sell |
8,397
-2,155
| -20% | -$68.8K | 0.28% | 72 |
|
|
2019
Q2 | $339K | Sell |
10,552
-215,241
| -95% | -$6.91M | 0.36% | 68 |
|
|
2019
Q1 | $7.05K | Buy |
+225,793
| New | +$7.05K | 0.52% | 42 |
|