SWM
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Shakespeare Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Shakespeare Wealth Management’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$918K Hold
37,098
– – 0.22% 45
2025
Q4 		$892K Hold
37,098
– – 0.2% 47
2025
Q3 		$864K Hold
37,098
– – 0.2% 46
2025
Q2 		$820K Buy
37,098
+2,700
+8% +$56.2K 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% +$415K 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 +$202K 0.08% 74

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