Sage Financial Management Group’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 | $8.66M | Sell |
391,711
-20,992
| -5% | -$464K | 2.99% | 10 |
|
2025
Q1 | $8.16M | Sell |
412,703
-351
| -0.1% | -$6.94K | 2.96% | 11 |
|
2024
Q4 | $7.64M | Buy |
413,054
+7,318
| +2% | +$135K | 2.83% | 11 |
|
2024
Q3 | $8.34M | Buy |
+405,736
| New | +$8.34M | 3.23% | 10 |
|
2024
Q2 | – | Sell |
-406,656
| Closed | -$7.93M | – | 37 |
|
2024
Q1 | $7.93M | Buy |
406,656
+13,188
| +3% | +$257K | 3.76% | 10 |
|
2023
Q4 | $7.27M | Sell |
393,468
-2,586
| -0.7% | -$47.8K | 3.9% | 8 |
|
2023
Q3 | $6.73M | Buy |
+396,054
| New | +$6.73M | 4.04% | 8 |
|
2023
Q2 | – | Sell |
-374,010
| Closed | -$6.51M | – | 22 |
|
2023
Q1 | $6.51M | Sell |
374,010
-33,476
| -8% | -$583K | 5.24% | 8 |
|
2022
Q4 | $6.56M | Buy |
407,486
+305,856
| +301% | +$4.93M | 4.59% | 9 |
|
2022
Q3 | $1.43M | Sell |
101,630
-8,762
| -8% | -$123K | 1.26% | 16 |
|
2022
Q2 | $1.74M | Sell |
110,392
-10,770
| -9% | -$169K | 1.22% | 18 |
|
2022
Q1 | $2.23M | Sell |
121,162
-560
| -0.5% | -$10.3K | 1.53% | 15 |
|
2021
Q4 | $2.37M | Buy |
+121,722
| New | +$2.37M | 1.58% | 15 |
|
2021
Q3 | – | Sell |
-494,610
| Closed | -$9.76M | – | 21 |
|
2021
Q2 | $9.76M | Buy |
494,610
+25,568
| +5% | +$504K | 8.9% | 4 |
|
2021
Q1 | $8.82M | Sell |
469,042
-18,534
| -4% | -$349K | 6.79% | 5 |
|
2020
Q4 | $8.78M | Buy |
+487,576
| New | +$8.78M | 6.89% | 6 |
|