SSWM
Sheets Smith 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 | $3.14M | Buy |
142,062
+12,046
| +9% | +$266K | 0.37% | 68 |
|
|
2025
Q1 | $2.57M | Buy |
130,016
+4,646
| +4% | +$91.9K | 0.32% | 73 |
|
|
2024
Q4 | $2.32M | Buy |
125,370
+62,304
| +99% | +$1.15M | 0.28% | 85 |
|
|
2024
Q3 | $2.59M | Buy |
63,066
+784
| +1% | +$32.2K | 0.32% | 73 |
|
|
2024
Q2 | $2.39M | Buy |
62,282
+679
| +1% | +$26.1K | 0.29% | 87 |
|
|
2024
Q1 | $2.4M | Sell |
61,603
-369,577
| -86% | -$14.4M | 0.27% | 87 |
|
|
2023
Q4 | $2.21M | Buy |
431,180
+373,055
| +642% | +$1.91M | 0.31% | 80 |
|
|
2023
Q3 | $1.97M | Buy |
58,125
+1,346
| +2% | +$45.7K | 0.3% | 82 |
|
|
2023
Q2 | $2.02M | Buy |
56,779
+2,167
| +4% | +$77.3K | 0.3% | 85 |
|
|
2023
Q1 | $1.9M | Buy |
54,612
+2,252
| +4% | +$78.4K | 0.29% | 85 |
|
|
2022
Q4 | $1.69M | Buy |
52,360
+11,795
| +29% | +$380K | 0.26% | 91 |
|
|
2022
Q3 | $1.14M | Sell |
40,565
-1,907
| -4% | -$53.6K | 0.19% | 114 |
|
|
2022
Q2 | $1.34M | Sell |
42,472
-12,704
| -23% | -$400K | 0.22% | 102 |
|
|
2022
Q1 | $2.03M | Sell |
55,176
-4,402
| -7% | -$162K | 0.28% | 85 |
|
|
2021
Q4 | $2.32M | Buy |
59,578
+1,109
| +2% | +$43.1K | 0.29% | 82 |
|
|
2021
Q3 | $2.26M | Buy |
58,469
+1,402
| +2% | +$54.3K | 0.31% | 81 |
|
|
2021
Q2 | $2.25M | Buy |
57,067
+21,069
| +59% | +$831K | 0.3% | 82 |
|
|
2021
Q1 | $1.35M | Buy |
35,998
+4,332
| +14% | +$163K | 0.2% | 118 |
|
|
2020
Q4 | $1.14M | Buy |
31,666
+27
| +0.1% | +$972 | 0.17% | 123 |
|
|
2020
Q3 | $993K | Buy |
31,639
+90
| +0.3% | +$2.83K | 0.17% | 116 |
|
|
2020
Q2 | $939K | Buy |
31,549
+4,997
| +19% | +$149K | 0.19% | 110 |
|
|
2020
Q1 | $686K | Sell |
26,552
-4,488
| -14% | -$116K | 0.14% | 139 |
|
|
2019
Q4 | $1.04M | Sell |
31,040
-467
| -1% | -$15.7K | 0.2% | 121 |
|
|
2019
Q3 | $1M | Sell |
31,507
-4,221
| -12% | -$135K | 0.21% | 120 |
|
|
2019
Q2 | $1.15M | Buy |
35,728
+4,004
| +13% | +$129K | 0.24% | 110 |
|
|
2019
Q1 | $993K | Sell |
31,724
-4,473
| -12% | -$140K | 0.22% | 124 |
|
|
2018
Q4 | $1.03M | Sell |
36,197
-12,273
| -25% | -$348K | 0.28% | 94 |
|
|
2018
Q3 | $1.63M | Sell |
48,470
-802
| -2% | -$26.9K | 0.34% | 81 |
|
|
2018
Q2 | $1.63M | Buy |
49,272
+7,046
| +17% | +$233K | 0.38% | 69 |
|
|
2018
Q1 | $1.42M | Buy |
42,226
+6,241
| +17% | +$210K | 0.34% | 81 |
|
|
2017
Q4 | $1.23M | Buy |
35,985
+15,176
| +73% | +$517K | 0.29% | 94 |
|
|
2017
Q3 | $696K | Buy |
20,809
+5,057
| +32% | +$169K | 0.18% | 150 |
|
|
2017
Q2 | $501K | Buy |
15,752
+2,809
| +22% | +$89.3K | 0.13% | 173 |
|
|
2017
Q1 | $387K | Buy |
12,943
+2,248
| +21% | +$67.2K | 0.1% | 202 |
|
|
2016
Q4 | $296K | Buy |
10,695
+28
| +0.3% | +$775 | 0.08% | 228 |
|
|
2016
Q3 | $307K | Buy |
+10,667
| New | +$307K | 0.09% | 207 |
|
|
2014
Q4 | – | Sell |
-29,169
| Closed | -$905K | – | 273 |
|
|
2014
Q3 | $905K | Buy |
29,169
+3,314
| +13% | +$103K | 0.25% | 127 |
|
|
2014
Q2 | $853K | Buy |
25,855
+773
| +3% | +$25.5K | 0.23% | 137 |
|
|
2014
Q1 | $790K | Buy |
+25,082
| New | +$790K | 0.22% | 125 |
|
|
2013
Q4 | – | Sell |
-25,079
| Closed | -$762K | – | 272 |
|
|
2013
Q3 | $762K | Buy |
25,079
+195
| +0.8% | +$5.93K | 0.25% | 109 |
|
|
2013
Q2 | $678K | Buy |
+24,884
| New | +$678K | 0.23% | 120 |
|