Planning Alternatives’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 | $16.5M | Sell |
667,274
-6,780
| -1% | -$172K | 2.13% | 8 |
|
|
2025
Q4 | $16.2M | Sell |
674,054
-8,423
| -1% | -$200K | 2.04% | 9 |
|
|
2025
Q3 | $15.9M | Sell |
682,477
-10,389
| -1% | -$235K | 2.04% | 8 |
|
|
2025
Q2 | $15.3M | Sell |
692,866
-25,774
| -4% | -$537K | 2.13% | 8 |
|
|
2025
Q1 | $14.2M | Sell |
718,640
-15,979
| -2% | -$313K | 2.18% | 9 |
|
|
2024
Q4 | $13.6M | Sell |
734,619
-11,725
| -2% | -$229K | 2.09% | 8 |
|
|
2024
Q3 | $15.3M | Sell |
746,344
-17,410
| -2% | -$344K | 2.34% | 8 |
|
|
2024
Q2 | $14.7M | Sell |
763,754
-4,910
| -0.6% | -$95K | 2.38% | 8 |
|
|
2024
Q1 | $15M | Sell |
768,664
-7,706
| -1% | -$144K | 2.46% | 7 |
|
|
2023
Q4 | $14.3M | Sell |
776,370
-7,484
| -1% | -$130K | 2.51% | 7 |
|
|
2023
Q3 | $13.3M | Sell |
783,854
-16,610
| -2% | -$293K | 2.58% | 7 |
|
|
2023
Q2 | $14.3M | Sell |
800,464
-10,228
| -1% | -$182K | 2.63% | 7 |
|
|
2023
Q1 | $14.1M | Sell |
810,692
-12,050
| -1% | -$206K | 2.74% | 7 |
|
|
2022
Q4 | $13.3M | Sell |
822,742
-65,146
| -7% | -$1.02M | 2.41% | 8 |
|
|
2022
Q3 | $12.5M | Sell |
887,888
-9,426
| -1% | -$148K | 2.6% | 8 |
|
|
2022
Q2 | $14.1M | Sell |
897,314
-4,506
| -0.5% | -$76.7K | 2.66% | 9 |
|
|
2022
Q1 | $16.6M | Sell |
901,820
-15,552
| -2% | -$289K | 2.64% | 8 |
|
|
2021
Q4 | $17.8M | Sell |
917,372
-6,602
| -0.7% | -$130K | 2.75% | 8 |
|
|
2021
Q3 | $17.9M | Sell |
923,974
-15,312
| -2% | -$305K | 2.95% | 8 |
|
|
2021
Q2 | $18.5M | Sell |
939,286
-43,940
| -4% | -$869K | 3.03% | 8 |
|
|
2021
Q1 | $18.5M | Sell |
983,226
-25,384
| -3% | -$473K | 3.08% | 9 |
|
|
2020
Q4 | $18.2M | Sell |
1,008,610
-365,882
| -27% | -$6.17M | 3.22% | 9 |
|
|
2020
Q3 | $21.6M | Sell |
1,374,492
-949,286
| -41% | -$14.9M | 4.05% | 8 |
|
|
2020
Q2 | $34.6M | Buy |
2,323,778
+803,448
| +53% | +$11.3M | 7% | 5 |
|
|
2020
Q1 | $19.6M | Buy |
1,520,330
+143,336
| +10% | +$2.2M | 4.56% | 7 |
|
|
2019
Q4 | $23.2M | Buy |
1,376,994
+72,380
| +6% | +$1.19M | 4.04% | 9 |
|
|
2019
Q3 | $20.8M | Buy |
1,304,614
+20,784
| +2% | +$327K | 3.8% | 8 |
|
|
2019
Q2 | $20.6M | Sell |
1,283,830
-29,378
| -2% | -$465K | 3.76% | 8 |
|
|
2019
Q1 | $20.6M | Sell |
1,313,208
-88,954
| -6% | -$1.36M | 3.76% | 8 |
|
|
2018
Q4 | $19.9M | Buy |
1,402,162
+4,164
| +0.3% | +$63.7K | 4.15% | 8 |
|
|
2018
Q3 | $23.4M | Buy |
1,397,998
+35,216
| +3% | +$586K | 4% | 8 |
|
|
2018
Q2 | $22.5M | Buy |
1,362,782
+45,228
| +3% | +$769K | 4% | 8 |
|
|
2018
Q1 | $22.2M | Buy |
1,317,554
+110,858
| +9% | +$1.91M | 4.04% | 8 |
|
|
2017
Q4 | $20.6M | Sell |
1,206,696
-13,228
| -1% | -$225K | 3.67% | 8 |
|
|
2017
Q3 | $20.4M | Sell |
1,219,924
-17,234
| -1% | -$281K | 3.8% | 9 |
|
|
2017
Q2 | $19.7M | Buy |
1,237,158
+1,460
| +0.1% | +$22.7K | 3.75% | 9 |
|
|
2017
Q1 | $18.5M | Buy |
1,235,698
+24,728
| +2% | +$359K | 3.58% | 11 |
|
|
2016
Q4 | $16.8M | Buy |
1,210,970
+115,840
| +11% | +$1.62M | 3.46% | 11 |
|
|
2016
Q3 | $15.8M | Sell |
1,095,130
-7,758
| -0.7% | -$109K | 3.38% | 11 |
|
|
2016
Q2 | $14.9M | Sell |
1,102,888
-26,320
| -2% | -$360K | 3.25% | 12 |
|
|
2016
Q1 | $15.3M | Buy |
1,129,208
+80,376
| +8% | +$1.04M | 3.38% | 12 |
|
|
2015
Q4 | $14.5M | Buy |
1,048,832
+287,462
| +38% | +$4.12M | 3.36% | 12 |
|
|
2015
Q3 | $10.4M | Buy |
761,370
+21,598
| +3% | +$317K | 2.56% | 14 |
|
|
2015
Q2 | $11.3M | Buy |
+739,772
| New | +$11.6M | 2.38% | 14 |
|
|
2015
Q1 | – | Sell |
-659,424
| Closed | -$9.53M | – | 47 |
|
|
2014
Q4 | $9.53M | Buy |
659,424
+204,774
| +45% | +$3.08M | 2.05% | 14 |
|
|
2014
Q3 | $7.05M | Buy |
454,650
+68,238
| +18% | +$1.1M | 1.73% | 15 |
|
|
2014
Q2 | $6.37M | Buy |
386,412
+69,766
| +22% | +$1.12M | 1.58% | 16 |
|
|
2014
Q1 | $4.99M | Buy |
316,646
+34,548
| +12% | +$534K | 1.46% | 13 |
|
|
2013
Q4 | $4.44M | Buy |
+282,098
| New | +$4.39M | 1.35% | 13 |
|
Other funds holding SCHF
MMA
