Modera 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 | $5.98M | Sell |
270,499
-7,453
| -3% | -$165K | 0.07% | 166 |
|
2025
Q1 | $5.5M | Buy |
277,952
+5,712
| +2% | +$113K | 0.07% | 165 |
|
2024
Q4 | $5.04M | Buy |
272,240
+3,998
| +1% | +$74K | 0.06% | 179 |
|
2024
Q3 | $5.52M | Sell |
268,242
-8,604
| -3% | -$177K | 0.07% | 154 |
|
2024
Q2 | $5.32M | Sell |
276,846
-3,120
| -1% | -$59.9K | 0.08% | 150 |
|
2024
Q1 | $5.46M | Buy |
279,966
+11,278
| +4% | +$220K | 0.08% | 152 |
|
2023
Q4 | $4.97M | Buy |
268,688
+10,250
| +4% | +$189K | 0.08% | 154 |
|
2023
Q3 | $4.39M | Buy |
258,438
+7,208
| +3% | +$122K | 0.08% | 159 |
|
2023
Q2 | $4.48M | Buy |
+251,230
| New | +$4.48M | 0.08% | 165 |
|
2022
Q3 | – | Sell |
-18,944
| Closed | -$298K | – | 340 |
|
2022
Q2 | $298K | Buy |
18,944
+2
| +0% | +$31 | 0.01% | 256 |
|
2022
Q1 | $348K | Buy |
18,942
+7,256
| +62% | +$133K | 0.02% | 256 |
|
2021
Q4 | $227K | Sell |
11,686
-8,646
| -43% | -$168K | 0.01% | 518 |
|
2021
Q3 | $393K | Buy |
20,332
+8,528
| +72% | +$165K | 0.02% | 173 |
|
2021
Q2 | $233K | Buy |
+11,804
| New | +$233K | 0.01% | 214 |
|