Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $364K | Buy |
20,920
+1,312
| +7% | +$22.8K | 0.14% | 52 |
|
|
2022
Q4 | $316K | Buy |
19,608
+68
| +0.3% | +$1.1K | 0.13% | 52 |
|
|
2022
Q3 | $291K | Buy |
19,540
+4,500
| +30% | +$67K | 0.12% | 54 |
|
|
2022
Q2 | $236K | Buy |
15,040
+66
| +0.4% | +$1.04K | 0.09% | 55 |
|
|
2022
Q1 | $275K | Buy |
14,974
+3,078
| +26% | +$56.5K | 0.09% | 54 |
|
|
2021
Q4 | $231K | Sell |
11,896
-674
| -5% | -$13.1K | 0.09% | 54 |
|
|
2021
Q3 | $243K | Hold |
12,570
| – | – | 0.07% | 55 |
|
|
2021
Q2 | $252K | Buy |
12,570
+44
| +0.4% | +$882 | 0.07% | 54 |
|
|
2021
Q1 | $236K | Hold |
12,526
| – | – | 0.08% | 55 |
|
|
2020
Q4 | $226K | Buy |
+12,526
| New | +$226K | 0.09% | 56 |
|
|
2020
Q2 | – | Sell |
-18,926
| Closed | -$245K | – | 61 |
|
|
2020
Q1 | $245K | Sell |
18,926
-8,130
| -30% | -$105K | 0.05% | 52 |
|
|
2019
Q4 | $455K | Buy |
+27,056
| New | +$455K | 0.09% | 45 |
|