Lee Financial’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 | $1.75M | Sell |
79,106
-184
| -0.2% | -$4.07K | 0.25% | 43 |
|
|
2025
Q1 | $1.57M | Sell |
79,290
-3,099
| -4% | -$61.3K | 0.24% | 41 |
|
|
2024
Q4 | $1.52M | Buy |
82,389
+99
| +0.1% | +$1.83K | 0.21% | 52 |
|
|
2024
Q3 | $1.69M | Sell |
82,290
-9,396
| -10% | -$193K | 0.24% | 46 |
|
|
2024
Q2 | $1.77M | Buy |
91,686
+8,786
| +11% | +$170K | 0.29% | 33 |
|
|
2024
Q1 | $1.62M | Sell |
82,900
-2,720
| -3% | -$53.1K | 0.27% | 36 |
|
|
2023
Q4 | $1.58M | Sell |
85,620
-22,982
| -21% | -$425K | 0.28% | 36 |
|
|
2023
Q3 | $1.84M | Sell |
108,602
-30,864
| -22% | -$524K | 0.34% | 30 |
|
|
2023
Q2 | $2.49M | Sell |
139,466
-33,142
| -19% | -$591K | 0.44% | 27 |
|
|
2023
Q1 | $3M | Sell |
172,608
-6,916
| -4% | -$120K | 0.52% | 23 |
|
|
2022
Q4 | $2.89M | Sell |
179,524
-198
| -0.1% | -$3.19K | 0.49% | 23 |
|
|
2022
Q3 | $2.53M | Buy |
179,722
+108,144
| +151% | +$1.52M | 0.47% | 25 |
|
|
2022
Q2 | $1.13M | Sell |
71,578
-4,588
| -6% | -$72.2K | 0.21% | 64 |
|
|
2022
Q1 | $1.4M | Sell |
76,166
-3,538
| -4% | -$64.9K | 0.25% | 55 |
|
|
2021
Q4 | $1.55M | Hold |
79,704
| – | – | 0.29% | 48 |
|
|
2021
Q3 | $1.54M | Hold |
79,704
| – | – | 0.32% | 44 |
|
|
2021
Q2 | $1.57M | Buy |
79,704
+24
| +0% | +$473 | 0.33% | 42 |
|
|
2021
Q1 | $1.5M | Sell |
79,680
-74
| -0.1% | -$1.39K | 0.36% | 47 |
|
|
2020
Q4 | $1.44M | Sell |
79,754
-2,274
| -3% | -$40.9K | 0.37% | 42 |
|
|
2020
Q3 | $1.29M | Sell |
82,028
-19,256
| -19% | -$302K | 0.36% | 49 |
|
|
2020
Q2 | $1.51M | Sell |
101,284
-46,930
| -32% | -$698K | 0.42% | 39 |
|
|
2020
Q1 | $1.92M | Sell |
148,214
-15,220
| -9% | -$197K | 0.64% | 25 |
|
|
2019
Q4 | $2.75M | Sell |
163,434
-10,480
| -6% | -$176K | 0.59% | 25 |
|
|
2019
Q3 | $2.77M | Sell |
173,914
-8,544
| -5% | -$136K | 0.62% | 28 |
|
|
2019
Q2 | $2.93M | Buy |
182,458
+1,650
| +0.9% | +$26.5K | 0.66% | 26 |
|
|
2019
Q1 | $2.83M | Buy |
180,808
+3,192
| +2% | +$50K | 0.66% | 25 |
|
|
2018
Q4 | $2.52M | Buy |
177,616
+19,226
| +12% | +$273K | 0.67% | 25 |
|
|
2018
Q3 | $2.66M | Buy |
158,390
+6
| +0% | +$101 | 0.65% | 25 |
|
|
2018
Q2 | $2.62M | Buy |
158,384
+10,546
| +7% | +$174K | 0.62% | 25 |
|
|
2018
Q1 | $2.49M | Buy |
147,838
+34,176
| +30% | +$576K | 0.63% | 26 |
|
|
2017
Q4 | $1.94M | Buy |
113,662
+806
| +0.7% | +$13.7K | 0.56% | 32 |
|
|
2017
Q3 | $1.89M | Buy |
112,856
+11,950
| +12% | +$200K | 0.61% | 30 |
|
|
2017
Q2 | $1.6M | Buy |
100,906
+28,660
| +40% | +$455K | 0.59% | 34 |
|
|
2017
Q1 | $1.08M | Buy |
72,246
+61,846
| +595% | +$924K | 0.43% | 53 |
|
|
2016
Q4 | $144K | Buy |
+10,400
| New | +$144K | 0.08% | 118 |
|