NCM
Nelson Capital Management’s Schwab International Equity ETF SCHF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.87M | Sell |
129,694
-2,380
| -2% | -$52.6K | 0.38% | 51 |
|
2025
Q1 | $2.61M | Sell |
132,074
-3,719
| -3% | -$73.6K | 0.45% | 54 |
|
2024
Q4 | $2.51M | Buy |
135,793
+69,376
| +104% | +$1.28M | 0.42% | 55 |
|
2024
Q3 | $2.73M | Sell |
66,417
-265
| -0.4% | -$10.9K | 0.46% | 51 |
|
2024
Q2 | $2.56M | Sell |
66,682
-3,095
| -4% | -$119K | 0.45% | 50 |
|
2024
Q1 | $2.72M | Sell |
69,777
-249
| -0.4% | -$9.72K | 0.52% | 50 |
|
2023
Q4 | $2.59M | Buy |
70,026
+13,549
| +24% | +$501K | 0.58% | 45 |
|
2023
Q3 | $1.92M | Sell |
56,477
-331
| -0.6% | -$11.2K | 0.47% | 51 |
|
2023
Q2 | $2.03M | Buy |
56,808
+358
| +0.6% | +$12.8K | 0.52% | 53 |
|
2023
Q1 | $1.96M | Sell |
56,450
-1,045
| -2% | -$36.4K | 0.56% | 53 |
|
2022
Q4 | $1.85M | Buy |
57,495
+33,628
| +141% | +$1.08M | 0.54% | 53 |
|
2022
Q3 | $671K | Sell |
23,867
-806
| -3% | -$22.7K | 0.2% | 75 |
|
2022
Q2 | $776K | Sell |
24,673
-174
| -0.7% | -$5.47K | 0.21% | 71 |
|
2022
Q1 | $912K | Sell |
24,847
-386
| -2% | -$14.2K | 0.18% | 72 |
|
2021
Q4 | $981K | Buy |
25,233
+36
| +0.1% | +$1.4K | 0.18% | 74 |
|
2021
Q3 | $975K | Sell |
25,197
-1,633
| -6% | -$63.2K | 0.19% | 72 |
|
2021
Q2 | $1.06M | Hold |
26,830
| – | – | 0.21% | 68 |
|
2021
Q1 | $1.01M | Sell |
26,830
-4,094
| -13% | -$154K | 0.22% | 67 |
|
2020
Q4 | $1.11M | Sell |
30,924
-34,174
| -52% | -$1.23M | 0.24% | 63 |
|
2020
Q3 | $2.04M | Sell |
65,098
-761
| -1% | -$23.9K | 0.36% | 57 |
|
2020
Q2 | $1.96M | Buy |
+65,859
| New | +$1.96M | 0.43% | 57 |
|