Pacific Capital 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 | $4.03M | Sell |
184,122
-80,015
| -30% | -$1.75M | 0.74% | 18 |
|
2025
Q1 | $5.22M | Sell |
264,137
-18,915
| -7% | -$374K | 0.9% | 18 |
|
2024
Q4 | $5.24M | Sell |
283,052
-3,904
| -1% | -$72.2K | 0.87% | 19 |
|
2024
Q3 | $5.9M | Sell |
286,956
-6,530
| -2% | -$134K | 0.99% | 18 |
|
2024
Q2 | $5.64M | Sell |
293,486
-620
| -0.2% | -$11.9K | 1.03% | 18 |
|
2024
Q1 | $5.74M | Sell |
294,106
-766
| -0.3% | -$14.9K | 1.35% | 16 |
|
2023
Q4 | $5.45M | Buy |
294,872
+4,710
| +2% | +$87K | 1.38% | 15 |
|
2023
Q3 | $4.93M | Buy |
290,162
+638
| +0.2% | +$10.8K | 1.38% | 15 |
|
2023
Q2 | $5.16M | Sell |
289,524
-1,994
| -0.7% | -$35.5K | 1.31% | 18 |
|
2023
Q1 | $5.07M | Sell |
291,518
-4,520
| -2% | -$78.6K | 1.31% | 19 |
|
2022
Q4 | $4.77M | Buy |
296,038
+32,842
| +12% | +$529K | 1.23% | 19 |
|
2022
Q3 | $3.7M | Buy |
263,196
+19,258
| +8% | +$271K | 1.01% | 24 |
|
2022
Q2 | $3.84M | Sell |
243,938
-2,326
| -0.9% | -$36.6K | 1.06% | 24 |
|
2022
Q1 | $4.52M | Sell |
246,264
-414
| -0.2% | -$7.6K | 1.29% | 22 |
|
2021
Q4 | $4.79M | Sell |
246,678
-2,932
| -1% | -$57K | 1.38% | 22 |
|
2021
Q3 | $4.83M | Sell |
249,610
-27,686
| -10% | -$536K | 1.53% | 18 |
|
2021
Q2 | $5.47M | Sell |
277,296
-7,994
| -3% | -$158K | 2.75% | 10 |
|
2021
Q1 | $5.37M | Buy |
285,290
+3,314
| +1% | +$62.3K | 2.99% | 12 |
|
2020
Q4 | $5.08M | Buy |
281,976
+2,314
| +0.8% | +$41.7K | 2.89% | 12 |
|
2020
Q3 | $4.39M | Buy |
279,662
+16,606
| +6% | +$261K | 2.61% | 15 |
|
2020
Q2 | $3.91M | Sell |
263,056
-32,922
| -11% | -$490K | 2.65% | 15 |
|
2020
Q1 | $3.82M | Sell |
295,978
-78,592
| -21% | -$1.02M | 2.89% | 13 |
|
2019
Q4 | $6.3M | Buy |
+374,570
| New | +$6.3M | 4.2% | 6 |
|