RWM
RKL Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
687,946
-128,345
| -16% | -$2.84M | 1.34% | 21 |
|
|
2025
Q1 | $16.1M | Sell |
816,291
-8,879
| -1% | -$176K | 1.52% | 17 |
|
|
2024
Q4 | $15.3M | Buy |
825,170
+399,869
| +94% | +$7.4M | 1.36% | 19 |
|
|
2024
Q3 | $17.5M | Sell |
425,301
-7,965
| -2% | -$328K | 1.58% | 13 |
|
|
2024
Q2 | $16.6M | Sell |
433,266
-10,148
| -2% | -$390K | 1.6% | 15 |
|
|
2024
Q1 | $17.3M | Sell |
443,414
-14,913
| -3% | -$582K | 1.71% | 13 |
|
|
2023
Q4 | $16.9M | Sell |
458,327
-8,108
| -2% | -$300K | 1.83% | 13 |
|
|
2023
Q3 | $15.8M | Sell |
466,435
-3,313
| -0.7% | -$113K | 1.94% | 12 |
|
|
2023
Q2 | $16.7M | Sell |
469,748
-6,959
| -1% | -$248K | 1.98% | 12 |
|
|
2023
Q1 | $16.6M | Sell |
476,707
-8,659
| -2% | -$301K | 2.1% | 12 |
|
|
2022
Q4 | $15.6M | Sell |
485,366
-32,809
| -6% | -$1.06M | 2.09% | 11 |
|
|
2022
Q3 | $14.6M | Sell |
518,175
-59,588
| -10% | -$1.68M | 2.1% | 12 |
|
|
2022
Q2 | $18.2M | Buy |
577,763
+16,771
| +3% | +$527K | 2.49% | 11 |
|
|
2022
Q1 | $20.6M | Buy |
560,992
+6,302
| +1% | +$231K | 2.47% | 9 |
|
|
2021
Q4 | $21.6M | Buy |
554,690
+13,835
| +3% | +$538K | 2.56% | 9 |
|
|
2021
Q3 | $20.9M | Sell |
540,855
-4,759
| -0.9% | -$184K | 2.66% | 10 |
|
|
2021
Q2 | $21.5M | Buy |
545,614
+9,307
| +2% | +$367K | 2.71% | 9 |
|
|
2021
Q1 | $20.2M | Sell |
536,307
-11,701
| -2% | -$440K | 2.7% | 9 |
|
|
2020
Q4 | $19.7M | Buy |
548,008
+6,052
| +1% | +$218K | 2.75% | 9 |
|
|
2020
Q3 | $17M | Buy |
541,956
+14,464
| +3% | +$454K | 2.71% | 10 |
|
|
2020
Q2 | $15.7M | Sell |
527,492
-73,547
| -12% | -$2.19M | 2.69% | 10 |
|
|
2020
Q1 | $15.5M | Buy |
601,039
+44,337
| +8% | +$1.15M | 3.25% | 6 |
|
|
2019
Q4 | $18.7M | Sell |
556,702
-55,830
| -9% | -$1.88M | 3.36% | 7 |
|
|
2019
Q3 | $19.5M | Sell |
612,532
-876
| -0.1% | -$27.9K | 3.71% | 6 |
|
|
2019
Q2 | $19.7M | Buy |
613,408
+54,960
| +10% | +$1.76M | 3.63% | 6 |
|
|
2019
Q1 | $17.5M | Buy |
558,448
+144,873
| +35% | +$4.54M | 3.42% | 6 |
|
|
2018
Q4 | $11.7M | Buy |
413,575
+289,283
| +233% | +$8.2M | 2.71% | 8 |
|
|
2018
Q3 | $4.17M | Buy |
124,292
+299
| +0.2% | +$10K | 0.89% | 32 |
|
|
2018
Q2 | $4.1M | Buy |
123,993
+7,265
| +6% | +$240K | 0.93% | 29 |
|
|
2018
Q1 | $3.93M | Buy |
116,728
+17,466
| +18% | +$588K | 0.93% | 31 |
|
|
2017
Q4 | $3.38M | Buy |
99,262
+9,087
| +10% | +$309K | 0.83% | 33 |
|
|
2017
Q3 | $3.02M | Sell |
90,175
-4,904
| -5% | -$164K | 0.85% | 38 |
|
|
2017
Q2 | $3.02M | Buy |
95,079
+10,934
| +13% | +$347K | 0.96% | 36 |
|
|
2017
Q1 | $2.51M | Buy |
84,145
+39,013
| +86% | +$1.17M | 1.01% | 35 |
|
|
2016
Q4 | $1.25M | Buy |
45,132
+8,913
| +25% | +$247K | 0.6% | 44 |
|
|
2016
Q3 | $1.04M | Sell |
36,219
-1,373
| -4% | -$39.5K | 0.53% | 45 |
|
|
2016
Q2 | $1.07M | Sell |
37,592
-1,347
| -3% | -$38.2K | 0.55% | 39 |
|
|
2016
Q1 | $1.06M | Sell |
38,939
-4,537
| -10% | -$123K | 0.61% | 33 |
|
|
2015
Q4 | $1.2K | Sell |
43,476
-85,656
| -66% | -$2.36K | 0.56% | 29 |
|
|
2015
Q3 | $3.53M | Buy |
129,132
+13,342
| +12% | +$365K | 2.23% | 22 |
|
|
2015
Q2 | $3.53M | Buy |
115,790
+36,150
| +45% | +$1.1M | 2.12% | 22 |
|
|
2015
Q1 | $2.41M | Buy |
79,640
+9,535
| +14% | +$288K | 1.46% | 27 |
|
|
2014
Q4 | $2.03M | Buy |
70,105
+60,212
| +609% | +$1.74M | 1.32% | 27 |
|
|
2014
Q3 | $307K | Buy |
+9,893
| New | +$307K | 0.21% | 50 |
|