LGWM
Litman Gregory Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,212
| Closed | -$83K | – | 169 |
|
|
2021
Q1 | $83K | Hold |
2,212
| – | – | 0.02% | 82 |
|
|
2020
Q4 | $80K | Hold |
2,212
| – | – | 0.01% | 84 |
|
|
2020
Q3 | $69K | Hold |
2,212
| – | – | 0.01% | 86 |
|
|
2020
Q2 | $66K | Hold |
2,212
| – | – | 0.01% | 84 |
|
|
2020
Q1 | $57K | Sell |
2,212
-1,328
| -38% | -$34.2K | 0.01% | 78 |
|
|
2019
Q4 | $119K | Buy |
+3,540
| New | +$119K | 0.03% | 68 |
|