Morling Financial Advisors’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 | $182K | Sell |
8,220
-17,594
| -68% | -$389K | 0.06% | 70 |
|
|
2025
Q1 | $511K | Buy |
25,814
+17,399
| +207% | +$344K | 0.18% | 44 |
|
|
2024
Q4 | $156K | Sell |
8,415
-13,547
| -62% | -$251K | 0.05% | 76 |
|
|
2024
Q3 | $452K | Buy |
21,962
+12,506
| +132% | +$257K | 0.17% | 41 |
|
|
2024
Q2 | $182K | Sell |
9,456
-508
| -5% | -$9.76K | 0.08% | 62 |
|
|
2024
Q1 | $194K | Sell |
9,964
-514
| -5% | -$10K | 0.11% | 64 |
|
|
2023
Q4 | $194K | Sell |
10,478
-468
| -4% | -$8.65K | 0.16% | 54 |
|
|
2023
Q3 | $186K | Buy |
10,946
+206
| +2% | +$3.5K | 0.18% | 50 |
|
|
2023
Q2 | $191K | Sell |
10,740
-510
| -5% | -$9.09K | 0.18% | 51 |
|
|
2023
Q1 | $196K | Sell |
11,250
-618
| -5% | -$10.8K | 0.21% | 53 |
|
|
2022
Q4 | $191K | Sell |
11,868
-6,052
| -34% | -$97.5K | 0.24% | 52 |
|
|
2022
Q3 | $252K | Sell |
17,920
-6,336
| -26% | -$89.1K | 0.34% | 43 |
|
|
2022
Q2 | $381K | Buy |
24,256
+11,564
| +91% | +$182K | 0.5% | 36 |
|
|
2022
Q1 | $233K | Sell |
12,692
-144
| -1% | -$2.64K | 0.29% | 44 |
|
|
2021
Q4 | $249K | Buy |
+12,836
| New | +$249K | 0.24% | 41 |
|