Lutz Financial Services’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 | $330K | Hold |
14,938
| – | – | 0.03% | 82 |
|
|
2025
Q1 | $295K | Hold |
14,938
| – | – | 0.02% | 80 |
|
|
2024
Q4 | $276K | Buy |
+14,938
| New | +$276K | 0.02% | 80 |
|
|
2020
Q1 | – | Sell |
-225,432
| Closed | -$3.79M | – | 65 |
|
|
2019
Q4 | $3.79M | Buy |
225,432
+6,328
| +3% | +$106K | 0.67% | 31 |
|
|
2019
Q3 | $3.49M | Buy |
219,104
+7,494
| +4% | +$119K | 0.67% | 30 |
|
|
2019
Q2 | $3.4M | Buy |
211,610
+16,150
| +8% | +$259K | 0.66% | 31 |
|
|
2019
Q1 | $3.06M | Sell |
195,460
-21,020
| -10% | -$329K | 0.62% | 28 |
|
|
2018
Q4 | $3.07M | Buy |
+216,480
| New | +$3.07M | 0.69% | 30 |
|