Souders 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-235,316
| Closed | -$4.35M | – | 165 |
|
|
2023
Q4 | $4.35M | Buy |
235,316
+2,772
| +1% | +$51.2K | 0.74% | 38 |
|
|
2023
Q3 | $3.95M | Buy |
232,544
+324
| +0.1% | +$5.5K | 0.76% | 39 |
|
|
2023
Q2 | $4.14M | Sell |
232,220
-8,114
| -3% | -$145K | 0.79% | 37 |
|
|
2023
Q1 | $4.18M | Sell |
240,334
-5,344
| -2% | -$93K | 0.89% | 32 |
|
|
2022
Q4 | $3.96M | Buy |
245,678
+5,392
| +2% | +$86.8K | 0.9% | 30 |
|
|
2022
Q3 | $3.38M | Buy |
240,286
+18,302
| +8% | +$257K | 0.92% | 31 |
|
|
2022
Q2 | $3.49M | Buy |
221,984
+12,832
| +6% | +$202K | 1% | 27 |
|
|
2022
Q1 | $3.84M | Buy |
209,152
+6,772
| +3% | +$124K | 1.11% | 26 |
|
|
2021
Q4 | $3.93M | Buy |
202,380
+13,270
| +7% | +$258K | 1.13% | 22 |
|
|
2021
Q3 | $3.66M | Buy |
189,110
+8,724
| +5% | +$169K | 1.18% | 21 |
|
|
2021
Q2 | $3.56M | Buy |
180,386
+4,842
| +3% | +$95.5K | 1.2% | 22 |
|
|
2021
Q1 | $3.3M | Buy |
175,544
+6,794
| +4% | +$128K | 1.29% | 21 |
|
|
2020
Q4 | $3.04M | Buy |
168,750
+2,362
| +1% | +$42.5K | 1.32% | 20 |
|
|
2020
Q3 | $2.81M | Buy |
166,388
+13,690
| +9% | +$232K | 1.33% | 21 |
|
|
2020
Q2 | $2.27M | Sell |
152,698
-27,568
| -15% | -$410K | 1.3% | 21 |
|
|
2020
Q1 | $2.33M | Buy |
+180,266
| New | +$2.33M | 2.06% | 10 |
|