Morton Brown Family Wealth’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 | $395K | Hold |
17,884
| – | – | 0.12% | 38 |
|
|
2025
Q1 | $354K | Hold |
17,884
| – | – | 0.12% | 39 |
|
|
2024
Q4 | $331K | Buy |
17,884
+6,846
| +62% | +$127K | 0.12% | 44 |
|
|
2024
Q3 | $227K | Hold |
11,038
| – | – | 0.08% | 51 |
|
|
2024
Q2 | $217K | Sell |
11,038
-1,330
| -11% | -$26.1K | 0.09% | 54 |
|
|
2024
Q1 | $241K | Sell |
12,368
-32
| -0.3% | -$624 | 0.1% | 47 |
|
|
2023
Q4 | $229K | Buy |
+12,400
| New | +$229K | 0.1% | 47 |
|