Oakwell Private 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-14,888
| Closed | -$209K | – | 61 |
|
2022
Q3 | $209K | Sell |
14,888
-3,610
| -20% | -$50.7K | 0.12% | 58 |
|
2022
Q2 | $291K | Buy |
18,498
+212
| +1% | +$3.34K | 0.17% | 52 |
|
2022
Q1 | $336K | Sell |
18,286
-134
| -0.7% | -$2.46K | 0.17% | 47 |
|
2021
Q4 | $358K | Sell |
18,420
-6,956
| -27% | -$135K | 0.18% | 48 |
|
2021
Q3 | $491K | Sell |
25,376
-940
| -4% | -$18.2K | 0.27% | 40 |
|
2021
Q2 | $519K | Sell |
26,316
-380
| -1% | -$7.49K | 0.33% | 43 |
|
2021
Q1 | $502K | Sell |
26,696
-6,986
| -21% | -$131K | 0.36% | 40 |
|
2020
Q4 | $606K | Buy |
+33,682
| New | +$606K | 0.48% | 35 |
|