MorganRosel 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 | $27.3M | Buy |
1,233,156
+6,408
| +0.5% | +$142K | 7.43% | 2 |
|
|
2025
Q1 | $24.3M | Sell |
1,226,748
-42,011
| -3% | -$831K | 7.37% | 2 |
|
|
2024
Q4 | $23.5M | Buy |
1,268,759
+19,041
| +2% | +$352K | 7.7% | 2 |
|
|
2024
Q3 | $25.7M | Buy |
1,249,718
+17,730
| +1% | +$365K | 8.47% | 2 |
|
|
2024
Q2 | $23.7M | Buy |
1,231,988
+31,736
| +3% | +$610K | 8.36% | 2 |
|
|
2024
Q1 | $23.4M | Sell |
1,200,252
-23,904
| -2% | -$466K | 8.35% | 2 |
|
|
2023
Q4 | $22.6M | Buy |
1,224,156
+1,938
| +0.2% | +$35.8K | 8.75% | 2 |
|
|
2023
Q3 | $20.8M | Buy |
1,222,218
+29,216
| +2% | +$496K | 8.66% | 2 |
|
|
2023
Q2 | $21.3M | Buy |
1,193,002
+33,518
| +3% | +$597K | 8.67% | 2 |
|
|
2023
Q1 | $20.2M | Sell |
1,159,484
-75,064
| -6% | -$1.31M | 8.61% | 2 |
|
|
2022
Q4 | $19.9M | Sell |
1,234,548
-76,110
| -6% | -$1.23M | 9.16% | 2 |
|
|
2022
Q3 | $18.4M | Buy |
1,310,658
+328,146
| +33% | +$4.62M | 9.25% | 2 |
|
|
2022
Q2 | $15.5M | Buy |
982,512
+48,560
| +5% | +$764K | 8.27% | 2 |
|
|
2022
Q1 | $17.1M | Buy |
933,952
+172,906
| +23% | +$3.17M | 8.31% | 2 |
|
|
2021
Q4 | $14.8M | Buy |
761,046
+54,198
| +8% | +$1.05M | 7.19% | 4 |
|
|
2021
Q3 | $13.7M | Buy |
706,848
+82,874
| +13% | +$1.6M | 7.47% | 4 |
|
|
2021
Q2 | $12.3M | Buy |
623,974
+62,358
| +11% | +$1.23M | 6.91% | 4 |
|
|
2021
Q1 | $10.6M | Buy |
561,616
+80,932
| +17% | +$1.52M | 6.66% | 3 |
|
|
2020
Q4 | $8.66M | Buy |
480,684
+8,898
| +2% | +$160K | 6.09% | 5 |
|
|
2020
Q3 | $7.41M | Buy |
471,786
+15,628
| +3% | +$245K | 5.96% | 5 |
|
|
2020
Q2 | $6.79M | Buy |
456,158
+90,658
| +25% | +$1.35M | 6.27% | 5 |
|
|
2020
Q1 | $4.72M | Buy |
365,500
+49,510
| +16% | +$640K | 5.38% | 6 |
|
|
2019
Q4 | $5.31M | Buy |
315,990
+24,970
| +9% | +$420K | 4.03% | 6 |
|
|
2019
Q3 | $4.64M | Buy |
291,020
+67,442
| +30% | +$1.07M | 3.8% | 8 |
|
|
2019
Q2 | $3.59M | Buy |
223,578
+24,796
| +12% | +$398K | 2.96% | 11 |
|
|
2019
Q1 | $3.11M | Buy |
198,782
+102,432
| +106% | +$1.6M | 2.64% | 12 |
|
|
2018
Q4 | $1.37M | Buy |
+96,350
| New | +$1.37M | 1.41% | 16 |
|