KWS
Keystone Wealth Services’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Hold |
16,401
| – | – | 0.09% | 206 |
|
|
2025
Q1 | $324K | Hold |
16,401
| – | – | 0.09% | 193 |
|
|
2024
Q4 | $303K | Buy |
16,401
+6,799
| +71% | +$126K | 0.08% | 207 |
|
|
2024
Q3 | $395K | Buy |
9,602
+1
| +0% | +$41 | 0.11% | 168 |
|
|
2024
Q2 | $369K | Sell |
9,601
-253
| -3% | -$9.72K | 0.11% | 158 |
|
|
2024
Q1 | $385K | Hold |
9,854
| – | – | 0.13% | 149 |
|
|
2023
Q4 | $364K | Sell |
9,854
-630
| -6% | -$23.3K | 0.12% | 149 |
|
|
2023
Q3 | $356K | Sell |
10,484
-100
| -0.9% | -$3.4K | 0.14% | 143 |
|
|
2023
Q2 | $377K | Sell |
10,584
-11
| -0.1% | -$392 | 0.14% | 139 |
|
|
2023
Q1 | $369K | Buy |
10,595
+1,031
| +11% | +$35.9K | 0.15% | 131 |
|
|
2022
Q4 | $308K | Sell |
9,564
-107
| -1% | -$3.45K | 0.13% | 140 |
|
|
2022
Q3 | $272K | Buy |
+9,671
| New | +$272K | 0.13% | 128 |
|
|
2022
Q2 | – | Sell |
-18,919
| Closed | -$695K | – | 184 |
|
|
2022
Q1 | $695K | Sell |
18,919
-29,251
| -61% | -$1.07M | 0.28% | 81 |
|
|
2021
Q4 | $1.87M | Buy |
+48,170
| New | +$1.87M | 0.76% | 31 |
|