Sequoia Financial Advisors’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 | $5.89M | Buy |
266,446
+17,222
| +7% | +$381K | 0.04% | 256 |
|
|
2025
Q1 | $4.93M | Buy |
249,224
+62,416
| +33% | +$1.23M | 0.04% | 269 |
|
|
2024
Q4 | $3.46M | Buy |
186,808
+14,620
| +8% | +$270K | 0.03% | 305 |
|
|
2024
Q3 | $3.54M | Buy |
172,188
+13,918
| +9% | +$286K | 0.04% | 267 |
|
|
2024
Q2 | $3.04M | Buy |
158,270
+1,894
| +1% | +$36.4K | 0.04% | 255 |
|
|
2024
Q1 | $3.05M | Sell |
156,376
-59,782
| -28% | -$1.17M | 0.04% | 264 |
|
|
2023
Q4 | $3.99M | Buy |
216,158
+80,320
| +59% | +$1.48M | 0.05% | 239 |
|
|
2023
Q3 | $2.31M | Buy |
135,838
+7,948
| +6% | +$135K | 0.04% | 214 |
|
|
2023
Q2 | $2.28M | Buy |
127,890
+24,162
| +23% | +$431K | 0.04% | 220 |
|
|
2023
Q1 | $1.8M | Buy |
103,728
+47,390
| +84% | +$825K | 0.04% | 228 |
|
|
2022
Q4 | $907K | Sell |
56,338
-11,462
| -17% | -$185K | 0.02% | 307 |
|
|
2022
Q3 | $954K | Sell |
67,800
-12,302
| -15% | -$173K | 0.03% | 219 |
|
|
2022
Q2 | $1.26M | Sell |
80,102
-46,758
| -37% | -$736K | 0.04% | 211 |
|
|
2022
Q1 | $2.33M | Buy |
126,860
+26,318
| +26% | +$483K | 0.06% | 176 |
|
|
2021
Q4 | $1.95M | Buy |
100,542
+74,774
| +290% | +$1.45M | 0.05% | 181 |
|
|
2021
Q3 | $499K | Sell |
25,768
-64,720
| -72% | -$1.25M | 0.05% | 155 |
|
|
2021
Q2 | $1.79M | Buy |
90,488
+3,242
| +4% | +$64K | 0.07% | 162 |
|
|
2021
Q1 | $1.64M | Sell |
87,246
-12,674
| -13% | -$238K | 0.07% | 147 |
|
|
2020
Q4 | $1.8M | Buy |
99,920
+3,426
| +4% | +$61.7K | 0.08% | 131 |
|
|
2020
Q3 | $1.52M | Buy |
96,494
+4,318
| +5% | +$67.8K | 0.08% | 127 |
|
|
2020
Q2 | $1.37M | Buy |
92,176
+14,268
| +18% | +$212K | 0.08% | 122 |
|
|
2020
Q1 | $1.01M | Sell |
77,908
-16,120
| -17% | -$208K | 0.07% | 119 |
|
|
2019
Q4 | $1.58M | Sell |
94,028
-7,958
| -8% | -$134K | 0.1% | 110 |
|
|
2019
Q3 | $1.63M | Sell |
101,986
-2,642
| -3% | -$42.1K | 0.12% | 99 |
|
|
2019
Q2 | $1.68M | Sell |
104,628
-4,398
| -4% | -$70.6K | 0.12% | 95 |
|
|
2019
Q1 | $1.71M | Sell |
109,026
-105,790
| -49% | -$1.66M | 0.14% | 90 |
|
|
2018
Q4 | $3.05M | Sell |
214,816
-4,056
| -2% | -$57.5K | 0.35% | 53 |
|
|
2018
Q3 | $3.67M | Sell |
218,872
-127,708
| -37% | -$2.14M | 0.36% | 51 |
|
|
2018
Q2 | $5.73M | Sell |
346,580
-11,420
| -3% | -$189K | 0.61% | 28 |
|
|
2018
Q1 | $6.03M | Sell |
358,000
-6,566
| -2% | -$111K | 0.63% | 29 |
|
|
2017
Q4 | $6.21M | Buy |
364,566
+3,180
| +0.9% | +$54.2K | 0.65% | 28 |
|
|
2017
Q3 | $6.05M | Sell |
361,386
-56,810
| -14% | -$951K | 0.72% | 25 |
|
|
2017
Q2 | $6.65M | Buy |
418,196
+23,370
| +6% | +$371K | 0.82% | 22 |
|
|
2017
Q1 | $5.9M | Buy |
394,826
+303,686
| +333% | +$4.54M | 0.75% | 29 |
|
|
2016
Q4 | $1.26M | Sell |
91,140
-19,444
| -18% | -$269K | 0.18% | 87 |
|
|
2016
Q3 | $1.59M | Sell |
110,584
-366,782
| -77% | -$5.28M | 0.3% | 58 |
|
|
2016
Q2 | $6.47M | Sell |
477,366
-4,838
| -1% | -$65.6K | 1.81% | 13 |
|
|
2016
Q1 | $6.54M | Buy |
482,204
+42,618
| +10% | +$578K | 2.11% | 12 |
|
|
2015
Q4 | $6.06M | Buy |
439,586
+101,470
| +30% | +$1.4M | 2.44% | 9 |
|
|
2015
Q3 | $4.63M | Buy |
338,116
+50,844
| +18% | +$696K | 2.01% | 11 |
|
|
2015
Q2 | $4.38M | Buy |
287,272
+61,242
| +27% | +$933K | 1.85% | 11 |
|
|
2015
Q1 | $3.42M | Buy |
+226,030
| New | +$3.42M | 1.56% | 13 |
|