SWM
Seaside 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 | $3.65M | Buy |
165,095
+14,684
| +10% | +$325K | 1.16% | 12 |
|
|
2025
Q1 | $2.98M | Sell |
150,411
-432
| -0.3% | -$8.55K | 1.06% | 12 |
|
|
2024
Q4 | $2.79M | Buy |
150,843
+93,759
| +164% | +$1.73M | 1.02% | 12 |
|
|
2024
Q3 | $2.35M | Sell |
57,084
-2,202
| -4% | -$90.5K | 0.89% | 13 |
|
|
2024
Q2 | $2.28M | Buy |
59,286
+4,123
| +7% | +$158K | 0.94% | 12 |
|
|
2024
Q1 | $2.15M | Sell |
55,163
-252
| -0.5% | -$9.83K | 0.92% | 13 |
|
|
2023
Q4 | $2.05M | Buy |
55,415
+23,181
| +72% | +$857K | 0.94% | 13 |
|
|
2023
Q3 | $1.09M | Buy |
32,234
+3,045
| +10% | +$103K | 0.56% | 16 |
|
|
2023
Q2 | $1.04M | Sell |
29,189
-525
| -2% | -$18.7K | 0.54% | 17 |
|
|
2023
Q1 | $1.04M | Buy |
29,714
+400
| +1% | +$13.9K | 0.63% | 18 |
|
|
2022
Q4 | $944K | Sell |
29,314
-3,662
| -11% | -$118K | 0.62% | 18 |
|
|
2022
Q3 | $981K | Sell |
32,976
-15,985
| -33% | -$476K | 0.68% | 17 |
|
|
2022
Q2 | $1.62M | Buy |
+48,961
| New | +$1.62M | 1.22% | 15 |
|