Sightline Wealth 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 | $12M | Buy |
542,851
+1,694
| +0.3% | +$37.4K | 5.79% | 4 |
|
2025
Q1 | $10.7M | Buy |
541,157
+6,330
| +1% | +$125K | 5.64% | 4 |
|
2024
Q4 | $9.89M | Buy |
534,827
+3,161
| +0.6% | +$58.5K | 5.34% | 4 |
|
2024
Q3 | $10.9M | Sell |
531,666
-504
| -0.1% | -$10.4K | 6.02% | 4 |
|
2024
Q2 | $10.2M | Buy |
532,170
+8,514
| +2% | +$164K | 6.36% | 4 |
|
2024
Q1 | $10.2M | Buy |
523,656
+13,818
| +3% | +$270K | 6.73% | 4 |
|
2023
Q4 | $9.42M | Buy |
509,838
+23,212
| +5% | +$429K | 7.16% | 2 |
|
2023
Q3 | $8.26M | Buy |
486,626
+4,340
| +0.9% | +$73.7K | 7.72% | 2 |
|
2023
Q2 | $8.39M | Buy |
482,286
+8,906
| +2% | +$155K | 8.34% | 2 |
|
2023
Q1 | $8.24M | Sell |
473,380
-714
| -0.2% | -$12.4K | 8.41% | 2 |
|
2022
Q4 | $7.64M | Buy |
474,094
+10,122
| +2% | +$163K | 8.23% | 2 |
|
2022
Q3 | $6.66M | Sell |
463,972
-590
| -0.1% | -$8.47K | 7.83% | 3 |
|
2022
Q2 | $7.26M | Buy |
464,562
+11,738
| +3% | +$183K | 7.09% | 3 |
|
2022
Q1 | $8.31M | Buy |
452,824
+966
| +0.2% | +$17.7K | 6.92% | 3 |
|
2021
Q4 | $226K | Buy |
451,858
+2,358
| +0.5% | +$1.18K | 0.2% | 45 |
|
2021
Q3 | $8.7M | Sell |
449,500
-5,404
| -1% | -$105K | 7.24% | 4 |
|
2021
Q2 | $8.97M | Buy |
454,904
+12,454
| +3% | +$246K | 7.42% | 3 |
|
2021
Q1 | $8.33M | Sell |
442,450
-36,518
| -8% | -$688K | 7.7% | 3 |
|
2020
Q4 | $8.62M | Buy |
+478,968
| New | +$8.62M | 8.5% | 3 |
|