RSWM
Robertson Stephens 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 | $453K | Sell |
20,493
-4,575
| -18% | -$101K | 0.01% | 377 |
|
|
2025
Q1 | $496K | Buy |
25,068
+3,450
| +16% | +$68.2K | 0.02% | 361 |
|
|
2024
Q4 | $400K | Buy |
21,618
+11,607
| +116% | +$215K | 0.01% | 403 |
|
|
2024
Q3 | $412K | Buy |
10,011
+1,329
| +15% | +$54.6K | 0.01% | 450 |
|
|
2024
Q2 | $337K | Buy |
8,682
+31
| +0.4% | +$1.2K | 0.02% | 392 |
|
|
2024
Q1 | $338K | Sell |
8,651
-201
| -2% | -$7.84K | 0.02% | 405 |
|
|
2023
Q4 | $327K | Sell |
8,852
-664
| -7% | -$24.5K | 0.02% | 368 |
|
|
2023
Q3 | $323K | Sell |
9,516
-6,646
| -41% | -$226K | 0.02% | 364 |
|
|
2023
Q2 | $576K | Sell |
16,162
-5,122
| -24% | -$183K | 0.04% | 259 |
|
|
2023
Q1 | $741K | Buy |
21,284
+54
| +0.3% | +$1.88K | 0.06% | 238 |
|
|
2022
Q4 | $684K | Sell |
21,230
-44
| -0.2% | -$1.42K | 0.07% | 214 |
|
|
2022
Q3 | $598K | Sell |
21,274
-1,100
| -5% | -$30.9K | 0.06% | 200 |
|
|
2022
Q2 | $703K | Sell |
22,374
-4,152
| -16% | -$130K | 0.07% | 195 |
|
|
2022
Q1 | $974K | Buy |
26,526
+403
| +2% | +$14.8K | 0.08% | 183 |
|
|
2021
Q4 | $1.02M | Sell |
26,123
-2,241
| -8% | -$87.2K | 0.09% | 182 |
|
|
2021
Q3 | $1.1M | Buy |
28,364
+1,712
| +6% | +$66.2K | 0.12% | 110 |
|
|
2021
Q2 | $1.05M | Buy |
26,652
+2,151
| +9% | +$84.8K | 0.13% | 118 |
|
|
2021
Q1 | $921K | Buy |
24,501
+4,459
| +22% | +$168K | 0.15% | 109 |
|
|
2020
Q4 | $721K | Sell |
20,042
-4,845
| -19% | -$174K | 0.15% | 111 |
|
|
2020
Q3 | $781K | Buy |
24,887
+5,263
| +27% | +$165K | 0.19% | 97 |
|
|
2020
Q2 | $583K | Sell |
19,624
-33,189
| -63% | -$986K | 0.17% | 99 |
|
|
2020
Q1 | $1.37M | Buy |
52,813
+31,567
| +149% | +$816K | 0.47% | 52 |
|
|
2019
Q4 | $714K | Sell |
21,246
-4,979
| -19% | -$167K | 0.36% | 49 |
|
|
2019
Q3 | $836K | Buy |
+26,225
| New | +$836K | 0.42% | 51 |
|
|
2019
Q2 | – | Sell |
-4,979
| Closed | -$156K | – | 73 |
|
|
2019
Q1 | $156K | Buy |
+4,979
| New | +$156K | 0.13% | 61 |
|