Liberty Wealth Management’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
Q1 | – | Sell |
-11,210
| Closed | -$207K | – | 190 |
|
2024
Q4 | $207K | Buy |
+11,210
| New | +$207K | 0.03% | 203 |
|
2023
Q2 | – | Sell |
-181,392
| Closed | -$3.11M | – | 226 |
|
2023
Q1 | $3.11M | Buy |
+181,392
| New | +$3.11M | 0.64% | 40 |
|
2021
Q4 | – | Sell |
-1,788
| Closed | -$35K | – | 915 |
|
2021
Q3 | $35K | Buy |
1,788
+370
| +26% | +$7.24K | 0.01% | 498 |
|
2021
Q2 | $28K | Buy |
1,418
+38
| +3% | +$750 | 0.01% | 436 |
|
2021
Q1 | $25K | Hold |
1,380
| – | – | 0.01% | 421 |
|
2020
Q4 | $25K | Buy |
1,380
+18
| +1% | +$326 | 0.01% | 418 |
|
2020
Q3 | $21K | Buy |
1,362
+776
| +132% | +$12K | 0.01% | 392 |
|
2020
Q2 | $9K | Buy |
586
+580
| +9,667% | +$8.91K | 0.01% | 519 |
|
2020
Q1 | $0 | Sell |
6
-2,788
| -100% | – | ﹤0.01% | 979 |
|
2019
Q4 | $47K | Sell |
2,794
-610
| -18% | -$10.3K | 0.04% | 258 |
|
2019
Q3 | $54K | Buy |
3,404
+3,388
| +21,175% | +$53.7K | 0.05% | 218 |
|
2019
Q2 | $0 | Buy |
+16
| New | – | ﹤0.01% | 945 |
|