Shakespeare Wealth Management’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 | $820K | Buy |
37,098
+2,700
| +8% | +$59.7K | 0.22% | 47 |
|
|
2025
Q1 | $680K | Hold |
34,398
| – | – | 0.18% | 51 |
|
|
2024
Q4 | $636K | Hold |
34,398
| – | – | 0.17% | 49 |
|
|
2024
Q3 | $707K | Hold |
34,398
| – | – | 0.18% | 51 |
|
|
2024
Q2 | $661K | Buy |
34,398
+21,452
| +166% | +$412K | 0.19% | 47 |
|
|
2024
Q1 | $253K | Hold |
12,946
| – | – | 0.07% | 75 |
|
|
2023
Q4 | $239K | Hold |
12,946
| – | – | 0.07% | 76 |
|
|
2023
Q3 | $220K | Hold |
12,946
| – | – | 0.08% | 74 |
|
|
2023
Q2 | $231K | Hold |
12,946
| – | – | 0.08% | 71 |
|
|
2023
Q1 | $225K | Hold |
12,946
| – | – | 0.08% | 71 |
|
|
2022
Q4 | $208K | Buy |
+12,946
| New | +$208K | 0.08% | 74 |
|