Planned Solutions’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 | $1.35M | Sell |
61,255
-188
| -0.3% | -$4.16K | 0.52% | 26 |
|
|
2025
Q1 | $1.22M | Buy |
61,443
+5,738
| +10% | +$113K | 0.49% | 28 |
|
|
2024
Q4 | $1.03M | Buy |
55,705
+3,713
| +7% | +$68.7K | 0.42% | 31 |
|
|
2024
Q3 | $1.07M | Buy |
51,992
+5,522
| +12% | +$114K | 0.43% | 24 |
|
|
2024
Q2 | $893K | Buy |
46,470
+1,198
| +3% | +$23K | 0.43% | 26 |
|
|
2024
Q1 | $883K | Buy |
45,272
+2,826
| +7% | +$55.1K | 0.43% | 27 |
|
|
2023
Q4 | $784K | Buy |
42,446
+1,132
| +3% | +$20.9K | 0.37% | 28 |
|
|
2023
Q3 | $702K | Sell |
41,314
-986
| -2% | -$16.7K | 0.42% | 28 |
|
|
2023
Q2 | $754K | Sell |
42,300
-480
| -1% | -$8.56K | 0.45% | 28 |
|
|
2023
Q1 | $744K | Buy |
42,780
+1,566
| +4% | +$27.2K | 0.47% | 28 |
|
|
2022
Q4 | $664K | Buy |
41,214
+2,660
| +7% | +$42.8K | 0.49% | 30 |
|
|
2022
Q3 | $542K | Sell |
38,554
-4,274
| -10% | -$60.1K | 0.45% | 28 |
|
|
2022
Q2 | $673K | Buy |
42,828
+784
| +2% | +$12.3K | 0.63% | 23 |
|
|
2022
Q1 | $772K | Buy |
42,044
+6,468
| +18% | +$119K | 0.54% | 22 |
|
|
2021
Q4 | $691K | Buy |
+35,576
| New | +$691K | 0.46% | 29 |
|
|
2021
Q2 | $672K | Buy |
34,050
+2,628
| +8% | +$51.9K | 0.46% | 26 |
|
|
2021
Q1 | $591K | Buy |
31,422
+1,036
| +3% | +$19.5K | 0.46% | 24 |
|
|
2020
Q4 | $547K | Buy |
30,386
+230
| +0.8% | +$4.14K | 0.44% | 23 |
|
|
2020
Q3 | $473K | Buy |
+30,156
| New | +$473K | 0.46% | 23 |
|