Meridian 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
Q2
$12.3M Sell
558,332
-4,651
-0.8% -$103K 0.53% 37
2025
Q1
$11.1M Sell
562,983
-26,400
-4% -$522K 0.54% 39
2024
Q4
$10.9M Sell
589,383
-27,321
-4% -$505K 0.52% 41
2024
Q3
$12.7M Buy
+616,704
New +$12.7M 0.62% 32
2024
Q1
Sell
-483,586
Closed -$8.94M 451
2023
Q4
$8.94M Buy
483,586
+180,838
+60% +$3.34M 0.57% 36
2023
Q3
$5.14M Buy
302,748
+133,558
+79% +$2.27M 0.32% 62
2023
Q2
$3.02M Sell
169,190
-136
-0.1% -$2.42K 0.25% 81
2023
Q1
$2.95M Buy
169,326
+3,958
+2% +$68.9K 0.26% 90
2022
Q4
$2.66M Buy
165,368
+1,488
+0.9% +$24K 0.26% 85
2022
Q3
$2.31M Sell
163,880
-82,016
-33% -$1.15M 0.25% 97
2022
Q2
$3.87M Buy
245,896
+199,592
+431% +$3.14M 0.32% 77
2022
Q1
$850K Buy
46,304
+5,582
+14% +$102K 0.09% 174
2021
Q4
$791K Buy
40,722
+258
+0.6% +$5.01K 0.08% 187
2021
Q3
$783K Buy
40,464
+324
+0.8% +$6.27K 0.1% 175
2021
Q2
$792K Sell
40,140
-202
-0.5% -$3.99K 0.1% 169
2021
Q1
$759K Sell
40,342
-1,858
-4% -$35K 0.11% 161
2020
Q4
$759K Buy
42,200
+922
+2% +$16.6K 0.12% 146
2020
Q3
$648K Buy
41,278
+1,198
+3% +$18.8K 0.16% 123
2020
Q2
$596K Buy
40,080
+2,384
+6% +$35.5K 0.2% 110
2020
Q1
$487K Sell
37,696
-8,026
-18% -$104K 0.22% 108
2019
Q4
$768K Buy
45,722
+190
+0.4% +$3.19K 0.37% 52
2019
Q3
$725K Buy
45,532
+614
+1% +$9.78K 0.34% 55
2019
Q2
$7.21K Buy
44,918
+1,858
+4% +$298 0.29% 55
2019
Q1
$674K Sell
43,060
-3,666
-8% -$57.4K 0.31% 64
2018
Q4
$662K Buy
46,726
+23,542
+102% +$334K 0.39% 53
2018
Q3
$389K Sell
23,184
-19,848
-46% -$333K 0.17% 108
2018
Q2
$711K Buy
43,032
+2,668
+7% +$44.1K 0.33% 57
2018
Q1
$680K Buy
40,364
+748
+2% +$12.6K 0.34% 60
2017
Q4
$679K Sell
39,616
-1,098
-3% -$18.8K 0.42% 54
2017
Q3
$681K Buy
40,714
+1,040
+3% +$17.4K 0.43% 52
2017
Q2
$630K Sell
39,674
-4,338
-10% -$68.9K 0.4% 55
2017
Q1
$657K Buy
44,012
+27,346
+164% +$408K 0.39% 60
2016
Q4
$231K Buy
+16,666
New +$231K 0.18% 112