Klingman & Associates’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 | $1.3M | Hold |
58,733
| – | – | 0.07% | 98 |
|
|
2025
Q1 | $1.16M | Buy |
58,733
+7,484
| +15% | +$148K | 0.07% | 98 |
|
|
2024
Q4 | $948K | Sell |
51,249
-14,201
| -22% | -$263K | 0.06% | 108 |
|
|
2024
Q3 | $1.35M | Buy |
65,450
+180
| +0.3% | +$3.7K | 0.08% | 90 |
|
|
2024
Q2 | $1.25M | Sell |
65,270
-850
| -1% | -$16.3K | 0.08% | 84 |
|
|
2024
Q1 | $1.29M | Hold |
66,120
| – | – | 0.09% | 83 |
|
|
2023
Q4 | $1.22M | Sell |
66,120
-600
| -0.9% | -$11.1K | 0.09% | 81 |
|
|
2023
Q3 | $1.13M | Sell |
66,720
-400
| -0.6% | -$6.79K | 0.09% | 83 |
|
|
2023
Q2 | $1.2M | Sell |
67,120
-4,860
| -7% | -$86.6K | 0.1% | 78 |
|
|
2023
Q1 | $1.25M | Buy |
71,980
+2,282
| +3% | +$39.7K | 0.11% | 71 |
|
|
2022
Q4 | $1.12M | Buy |
69,698
+6,694
| +11% | +$108K | 0.1% | 73 |
|
|
2022
Q3 | $886K | Sell |
63,004
-1,654
| -3% | -$23.3K | 0.09% | 80 |
|
|
2022
Q2 | $1.02M | Sell |
64,658
-1,634
| -2% | -$25.7K | 0.1% | 73 |
|
|
2022
Q1 | $1.22M | Buy |
66,292
+2,450
| +4% | +$45K | 0.1% | 67 |
|
|
2021
Q4 | $1.24M | Buy |
63,842
+1,928
| +3% | +$37.5K | 0.11% | 63 |
|
|
2021
Q3 | $1.2M | Buy |
61,914
+14,734
| +31% | +$285K | 0.11% | 63 |
|
|
2021
Q2 | $931K | Buy |
47,180
+200
| +0.4% | +$3.95K | 0.09% | 68 |
|
|
2021
Q1 | $884K | Buy |
46,980
+9,060
| +24% | +$170K | 0.09% | 68 |
|
|
2020
Q4 | $683K | Buy |
37,920
+6,804
| +22% | +$123K | 0.08% | 78 |
|
|
2020
Q3 | $489K | Buy |
31,116
+266
| +0.9% | +$4.18K | 0.07% | 82 |
|
|
2020
Q2 | $459K | Sell |
30,850
-326
| -1% | -$4.85K | 0.07% | 80 |
|
|
2020
Q1 | $403K | Buy |
31,176
+8,626
| +38% | +$112K | 0.08% | 80 |
|
|
2019
Q4 | $379K | Buy |
+22,550
| New | +$379K | 0.06% | 89 |
|