Motive Wealth 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
$2.92M Sell
131,920
-15,000
-10% -$332K 1.33% 21
2025
Q1
$2.91M Hold
146,920
1.55% 19
2024
Q4
$2.72M Hold
146,920
1.46% 21
2024
Q3
$2.82M Hold
146,920
1.7% 18
2024
Q2
$2.82M Hold
146,920
1.7% 18
2024
Q1
$2.87M Buy
146,920
+24,142
+20% +$471K 1.74% 16
2023
Q4
$2.27M Hold
122,778
2.62% 14
2023
Q3
$2.08M Sell
122,778
-4,208
-3% -$71.5K 2.29% 15
2023
Q2
$2.26M Sell
126,986
-2,502
-2% -$44.6K 2.34% 14
2023
Q1
$2.25M Sell
129,488
-24,722
-16% -$430K 2.46% 14
2022
Q4
$2.48M Buy
154,210
+20
+0% +$322 1.9% 17
2022
Q3
$2.17M Sell
154,190
-29,252
-16% -$411K 1.76% 18
2022
Q2
$2.89M Buy
183,442
+33,412
+22% +$525K 2.27% 14
2022
Q1
$2.76M Buy
150,030
+20,674
+16% +$380K 1.89% 16
2021
Q4
$2.51M Sell
129,356
-1,664
-1% -$32.3K 1.51% 18
2021
Q3
$2.54M Sell
131,020
-38
-0% -$735 1.71% 18
2021
Q2
$2.59M Buy
+131,058
New +$2.59M 1.85% 16