River 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-11,808
| Closed | -$230K | – | 208 |
|
2024
Q1 | $230K | Sell |
11,808
-342
| -3% | -$6.67K | 0.03% | 188 |
|
2023
Q4 | $225K | Buy |
+12,150
| New | +$225K | 0.04% | 194 |
|
2023
Q3 | – | Sell |
-12,008
| Closed | -$214K | – | 210 |
|
2023
Q2 | $214K | Buy |
12,008
+162
| +1% | +$2.89K | 0.04% | 204 |
|
2023
Q1 | $206K | Buy |
+11,846
| New | +$206K | 0.04% | 201 |
|
2022
Q3 | – | Sell |
-19,066
| Closed | -$300K | – | 209 |
|
2022
Q2 | $300K | Buy |
19,066
+1,582
| +9% | +$24.9K | 0.06% | 180 |
|
2022
Q1 | $321K | Sell |
17,484
-1,208
| -6% | -$22.2K | 0.05% | 182 |
|
2021
Q4 | $363K | Sell |
18,692
-6,000
| -24% | -$117K | 0.06% | 177 |
|
2021
Q3 | $478K | Buy |
24,692
+1,892
| +8% | +$36.6K | 0.08% | 152 |
|
2021
Q2 | $450K | Buy |
22,800
+2,058
| +10% | +$40.6K | 0.08% | 155 |
|
2021
Q1 | $390K | Buy |
20,742
+1,158
| +6% | +$21.8K | 0.07% | 166 |
|
2020
Q4 | $353K | Buy |
19,584
+274
| +1% | +$4.94K | 0.08% | 165 |
|
2020
Q3 | $303K | Sell |
19,310
-672
| -3% | -$10.5K | 0.08% | 163 |
|
2020
Q2 | $297K | Buy |
19,982
+970
| +5% | +$14.4K | 0.09% | 151 |
|
2020
Q1 | $246K | Sell |
19,012
-10,094
| -35% | -$131K | 0.1% | 143 |
|
2019
Q4 | $489K | Buy |
29,106
+3,038
| +12% | +$51K | 0.17% | 116 |
|
2019
Q3 | $415K | Buy |
26,068
+230
| +0.9% | +$3.66K | 0.16% | 118 |
|
2019
Q2 | $415K | Sell |
25,838
-1,108
| -4% | -$17.8K | 0.16% | 118 |
|
2019
Q1 | $422K | Sell |
26,946
-1,894
| -7% | -$29.7K | 0.18% | 118 |
|
2018
Q4 | $409K | Buy |
28,840
+536
| +2% | +$7.6K | 0.18% | 113 |
|
2018
Q3 | $475K | Buy |
28,304
+434
| +2% | +$7.28K | 0.18% | 122 |
|
2018
Q2 | $461K | Buy |
27,870
+4,772
| +21% | +$78.9K | 0.18% | 120 |
|
2018
Q1 | $389K | Buy |
23,098
+4,294
| +23% | +$72.3K | 0.16% | 128 |
|
2017
Q4 | $320K | Buy |
+18,804
| New | +$320K | 0.13% | 133 |
|