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