Omnia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-154,226
| Closed | -$2.59M | – | 89 |
|
|
2019
Q4 | $2.59M | Buy |
154,226
+107,004
| +227% | +$1.8M | 1.19% | 20 |
|
|
2019
Q3 | $752K | Buy |
47,222
+4,826
| +11% | +$76.9K | 0.55% | 30 |
|
|
2019
Q2 | $686K | Hold |
42,396
| – | – | 0.35% | 37 |
|
|
2019
Q1 | $664K | Hold |
42,396
| – | – | 0.33% | 37 |
|
|
2018
Q4 | $601K | Buy |
42,396
+41,776
| +6,738% | +$592K | 0.32% | 41 |
|
|
2018
Q3 | $10K | Hold |
620
| – | – | ﹤0.01% | 263 |
|
|
2018
Q2 | $10K | Buy |
+620
| New | +$10K | ﹤0.01% | 256 |
|