Phillips Financial Management’s Schwab International Equity ETF SCHF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$112K	Sell	4,544 -1,160	-20%	-$29.5K	0.01%	214
2025 Q4	$137K	Buy	5,704 +1,158	+25%	+$27.5K	0.01%	221
2025 Q3	$106K	Sell	4,546 -816	-15%	-$18.4K	0.01%	235
2025 Q2	$119K	Hold	5,362	–	–	0.01%	201
2025 Q1	$106K	Buy	5,362 +815	+18%	+$16K	0.01%	197
2024 Q4	$84.1K	Sell	4,547 -2,747	-38%	-$53.6K	0.01%	199
2024 Q3	$150K	Buy	7,294 +26	+0.4%	+$514	0.01%	189
2024 Q2	$140K	Buy	7,268 +2,722	+60%	+$52.7K	0.01%	194
2024 Q1	$88.7K	Hold	4,546	–	–	0.01%	203
2023 Q4	$84K	Buy	4,546 +838	+23%	+$14.5K	0.01%	184
2023 Q3	$63K	Sell	3,708 -140	-4%	-$2.47K	0.01%	183
2023 Q2	$68.6K	Buy	3,848 +140	+4%	+$2.49K	0.01%	182
2023 Q1	$64.5K	Hold	3,708	–	–	0.01%	184
2022 Q4	$59.7K	Sell	3,708 -300	-7%	-$4.68K	0.01%	172
2022 Q3	$56K	Buy	+4,008	New	+$62.9K	0.01%	167