SWM
Selective Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,233
| Closed | -$206K | – | 93 |
|
|
2023
Q3 | $206K | Sell |
6,233
-911
| -13% | -$30.1K | 0.11% | 84 |
|
|
2023
Q2 | $250K | Buy |
+7,144
| New | +$250K | 0.12% | 94 |
|
|
2022
Q4 | – | Sell |
-36
| Closed | -$1K | – | 612 |
|
|
2022
Q3 | $1K | Sell |
36
-7
| -16% | -$194 | ﹤0.01% | 738 |
|
|
2022
Q2 | $1K | Buy |
43
+1
| +2% | +$23 | ﹤0.01% | 730 |
|
|
2022
Q1 | $2K | Buy |
42
+6
| +17% | +$286 | ﹤0.01% | 666 |
|
|
2021
Q4 | $1K | Buy |
36
+1
| +3% | +$28 | ﹤0.01% | 642 |
|
|
2021
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 572 |
|
|
2021
Q2 | $1K | Sell |
35
-85
| -71% | -$2.43K | ﹤0.01% | 486 |
|
|
2021
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 314 |
|
|
2020
Q4 | $4K | Buy |
120
+2
| +2% | +$67 | ﹤0.01% | 307 |
|
|
2020
Q3 | $4K | Sell |
118
-414
| -78% | -$14K | ﹤0.01% | 255 |
|
|
2020
Q2 | $16K | Buy |
532
+5
| +0.9% | +$150 | 0.01% | 200 |
|
|
2020
Q1 | $14K | Hold |
527
| – | – | 0.02% | 128 |
|
|
2019
Q4 | $18K | Buy |
527
+11
| +2% | +$376 | 0.02% | 130 |
|
|
2019
Q3 | $16K | Buy |
+516
| New | +$16K | 0.02% | 138 |
|
|
2018
Q3 | $22K | Buy |
+671
| New | +$22K | 0.26% | 52 |
|