Monumental Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-249,698
| Closed | -$4.45M | – | 45 |
|
2023
Q2 | $4.45M | Sell |
249,698
-4,078
| -2% | -$72.7K | 3% | 12 |
|
2023
Q1 | $4.42M | Sell |
253,776
-6,162
| -2% | -$107K | 3.16% | 10 |
|
2022
Q4 | $4.19M | Sell |
259,938
-105,908
| -29% | -$1.71M | 3.38% | 11 |
|
2022
Q3 | $5.15M | Buy |
365,846
+72,660
| +25% | +$1.02M | 4.87% | 10 |
|
2022
Q2 | $4.61M | Sell |
293,186
-78,686
| -21% | -$1.24M | 4.24% | 11 |
|
2022
Q1 | $6.83M | Buy |
371,872
+25,600
| +7% | +$470K | 5.65% | 10 |
|
2021
Q4 | $6.73M | Buy |
346,272
+14,966
| +5% | +$291K | 4.82% | 10 |
|
2021
Q3 | $6.41M | Buy |
331,306
+27,524
| +9% | +$533K | 5.12% | 10 |
|
2021
Q2 | $5.99M | Buy |
+303,782
| New | +$5.99M | 5.12% | 10 |
|