MWM
Mission Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Buy |
852,336
+471,219
| +124% | +$10.4M | 0.4% | 39 |
|
|
2025
Q1 | $7.54M | Sell |
381,117
-3,883
| -1% | -$76.8K | 0.19% | 72 |
|
|
2024
Q4 | $7.12M | Buy |
385,000
+188,976
| +96% | +$3.5M | 0.17% | 75 |
|
|
2024
Q3 | $8.06M | Sell |
196,024
-1,037
| -0.5% | -$42.6K | 0.2% | 66 |
|
|
2024
Q2 | $7.57M | Sell |
197,061
-20,966
| -10% | -$806K | 0.2% | 63 |
|
|
2024
Q1 | $8.51M | Buy |
218,027
+22,341
| +11% | +$872K | 0.22% | 67 |
|
|
2023
Q4 | $7.23M | Buy |
195,686
+754
| +0.4% | +$27.9K | 0.23% | 58 |
|
|
2023
Q3 | $6.62M | Sell |
194,932
-3,021
| -2% | -$103K | 0.25% | 58 |
|
|
2023
Q2 | $7.06M | Sell |
197,953
-1,870
| -0.9% | -$66.7K | 0.27% | 54 |
|
|
2023
Q1 | $6.95M | Sell |
199,823
-12,603
| -6% | -$439K | 0.29% | 51 |
|
|
2022
Q4 | $6.84M | Sell |
212,426
-2,984
| -1% | -$96.1K | 0.33% | 50 |
|
|
2022
Q3 | $6.06M | Buy |
215,410
+4,278
| +2% | +$120K | 0.32% | 45 |
|
|
2022
Q2 | $6.64M | Buy |
211,132
+58
| +0% | +$1.82K | 0.35% | 43 |
|
|
2022
Q1 | $7.75M | Sell |
211,074
-3,495
| -2% | -$128K | 0.36% | 43 |
|
|
2021
Q4 | $8.34M | Sell |
214,569
-1,019
| -0.5% | -$39.6K | 0.38% | 41 |
|
|
2021
Q3 | $8.34M | Sell |
215,588
-3,487
| -2% | -$135K | 0.42% | 37 |
|
|
2021
Q2 | $8.64M | Sell |
219,075
-4,199
| -2% | -$166K | 0.46% | 35 |
|
|
2021
Q1 | $8.4M | Sell |
223,274
-9,873
| -4% | -$371K | 0.49% | 35 |
|
|
2020
Q4 | $8.4M | Buy |
233,147
+3,962
| +2% | +$143K | 0.53% | 32 |
|
|
2020
Q3 | $7.2M | Sell |
229,185
-19,135
| -8% | -$601K | 0.54% | 33 |
|
|
2020
Q2 | $7.39M | Sell |
248,320
-22,399
| -8% | -$666K | 0.64% | 28 |
|
|
2020
Q1 | $7M | Buy |
270,719
+98,367
| +57% | +$2.54M | 0.77% | 27 |
|
|
2019
Q4 | $5.8M | Sell |
172,352
-11,590
| -6% | -$390K | 0.56% | 30 |
|
|
2019
Q3 | $5.86M | Buy |
183,942
+11,052
| +6% | +$352K | 0.63% | 28 |
|
|
2019
Q2 | $5.55M | Buy |
172,890
+307
| +0.2% | +$9.85K | 0.62% | 28 |
|
|
2019
Q1 | $5.4M | Buy |
172,583
+23,068
| +15% | +$722K | 0.63% | 29 |
|
|
2018
Q4 | $4.24M | Buy |
149,515
+80,774
| +118% | +$2.29M | 0.55% | 30 |
|
|
2018
Q3 | $2.31M | Buy |
68,741
+18,054
| +36% | +$605K | 0.3% | 48 |
|
|
2018
Q2 | $1.68M | Buy |
50,687
+9,167
| +22% | +$303K | 0.25% | 54 |
|
|
2018
Q1 | $1.4M | Buy |
41,520
+10,175
| +32% | +$343K | 0.23% | 51 |
|
|
2017
Q4 | $1.07M | Sell |
31,345
-8
| -0% | -$273 | 0.18% | 61 |
|
|
2017
Q3 | $1.05M | Buy |
31,353
+130
| +0.4% | +$4.35K | 0.19% | 62 |
|
|
2017
Q2 | $992K | Hold |
31,223
| – | – | 0.19% | 62 |
|
|
2017
Q1 | $933K | Sell |
31,223
-6,920
| -18% | -$207K | 0.18% | 65 |
|
|
2016
Q4 | $1.06M | Buy |
38,143
+30,943
| +430% | +$857K | 0.21% | 54 |
|
|
2016
Q3 | $207K | Buy |
+7,200
| New | +$207K | 0.05% | 160 |
|
|
2015
Q3 | – | Sell |
-7,200
| Closed | -$218K | – | 151 |
|
|
2015
Q2 | $218K | Buy |
+7,200
| New | +$218K | 0.07% | 121 |
|