Plante Moran Financial 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 | $213K | Buy |
9,634
+2,968
| +45% | +$65.6K | 0.02% | 155 |
|
2025
Q1 | $132K | Hold |
6,666
| – | – | 0.01% | 209 |
|
2024
Q4 | $123K | Hold |
6,666
| – | – | 0.01% | 228 |
|
2024
Q3 | $137K | Sell |
6,666
-234
| -3% | -$4.81K | 0.01% | 227 |
|
2024
Q2 | $133K | Buy |
6,900
+3,808
| +123% | +$73.2K | 0.01% | 211 |
|
2024
Q1 | $60.3K | Buy |
3,092
+226
| +8% | +$4.41K | 0.01% | 311 |
|
2023
Q4 | $53K | Buy |
2,866
+884
| +45% | +$16.3K | 0.01% | 315 |
|
2023
Q3 | $33.7K | Buy |
1,982
+116
| +6% | +$1.97K | ﹤0.01% | 347 |
|
2023
Q2 | $33.3K | Hold |
1,866
| – | – | ﹤0.01% | 357 |
|
2023
Q1 | $32.5K | Sell |
1,866
-48
| -3% | -$835 | ﹤0.01% | 359 |
|
2022
Q4 | $30.8K | Sell |
1,914
-248
| -11% | -$3.99K | ﹤0.01% | 379 |
|
2022
Q3 | $30K | Sell |
2,162
-1,668
| -44% | -$23.1K | 0.01% | 389 |
|
2022
Q2 | $60K | Buy |
3,830
+1,352
| +55% | +$21.2K | 0.01% | 285 |
|
2022
Q1 | $45K | Hold |
2,478
| – | – | 0.01% | 353 |
|
2021
Q4 | $48K | Sell |
2,478
-134
| -5% | -$2.6K | 0.01% | 374 |
|
2021
Q3 | $51K | Buy |
2,612
+134
| +5% | +$2.62K | 0.01% | 379 |
|
2021
Q2 | $49K | Hold |
2,478
| – | – | 0.01% | 376 |
|
2021
Q1 | $47K | Sell |
2,478
-340
| -12% | -$6.45K | 0.01% | 381 |
|
2020
Q4 | $51K | Hold |
2,818
| – | – | 0.02% | 359 |
|
2020
Q3 | $44K | Buy |
2,818
+2,478
| +729% | +$38.7K | 0.02% | 343 |
|
2020
Q2 | $5K | Hold |
340
| – | – | ﹤0.01% | 602 |
|
2020
Q1 | $4K | Sell |
340
-14,934
| -98% | -$176K | ﹤0.01% | 601 |
|
2019
Q4 | $257K | Buy |
15,274
+288
| +2% | +$4.85K | 0.09% | 127 |
|
2019
Q3 | $239K | Buy |
14,986
+9,612
| +179% | +$153K | 0.07% | 138 |
|
2019
Q2 | $86K | Buy |
5,374
+626
| +13% | +$10K | 0.03% | 242 |
|
2019
Q1 | $74K | Buy |
4,748
+1,048
| +28% | +$16.3K | 0.02% | 256 |
|
2018
Q4 | $52K | Sell |
3,700
-3,658
| -50% | -$51.4K | 0.02% | 278 |
|
2018
Q3 | $123K | Buy |
7,358
+362
| +5% | +$6.05K | 0.04% | 195 |
|
2018
Q2 | $116K | Buy |
6,996
+3,468
| +98% | +$57.5K | 0.06% | 210 |
|
2018
Q1 | $59K | Sell |
3,528
-612
| -15% | -$10.2K | 0.03% | 313 |
|
2017
Q4 | $71K | Buy |
4,140
+1,528
| +58% | +$26.2K | 0.04% | 277 |
|
2017
Q3 | $44K | Buy |
+2,612
| New | +$44K | 0.03% | 331 |
|
2016
Q3 | – | Sell |
-7,082
| Closed | -$96K | – | 975 |
|
2016
Q2 | $96K | Buy |
+7,082
| New | +$96K | 0.07% | 192 |
|