SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.33M | Sell |
351,636
-11,214
| -3% | -$202K | 0.55% | 37 |
|
|
2020
Q3 | $5.7M | Buy |
362,850
+49,188
| +16% | +$772K | 0.56% | 42 |
|
|
2020
Q2 | $4.67M | Sell |
313,662
-8,074
| -3% | -$120K | 0.5% | 48 |
|
|
2020
Q1 | $4.16M | Buy |
321,736
+36,334
| +13% | +$469K | 0.48% | 44 |
|
|
2019
Q4 | $4.8M | Buy |
285,402
+18,698
| +7% | +$314K | 0.44% | 50 |
|
|
2019
Q3 | $4.25M | Buy |
266,704
+24,036
| +10% | +$383K | 0.42% | 57 |
|
|
2019
Q2 | $3.89M | Buy |
242,668
+10,654
| +5% | +$171K | 0.38% | 60 |
|
|
2019
Q1 | $3.63M | Buy |
232,014
+17,884
| +8% | +$280K | 0.35% | 65 |
|
|
2018
Q4 | $3.04M | Buy |
214,130
+34,512
| +19% | +$489K | 0.34% | 68 |
|
|
2018
Q3 | $3.01M | Sell |
179,618
-21,382
| -11% | -$358K | 0.31% | 71 |
|
|
2018
Q2 | $3.32M | Buy |
201,000
+55,848
| +38% | +$923K | 0.36% | 64 |
|
|
2018
Q1 | $2.43M | Sell |
145,152
-18,250
| -11% | -$305K | 0.3% | 81 |
|
|
2017
Q4 | $2.78M | Buy |
163,402
+18,250
| +13% | +$311K | 0.33% | 77 |
|
|
2017
Q3 | $2.43M | Buy |
145,152
+13,456
| +10% | +$225K | 0.3% | 81 |
|
|
2017
Q2 | $2.09M | Buy |
131,696
+11,420
| +9% | +$181K | 0.27% | 85 |
|
|
2017
Q1 | $1.8M | Buy |
120,276
+37,046
| +45% | +$553K | 0.24% | 87 |
|
|
2016
Q4 | $1.15M | Buy |
83,230
+7,068
| +9% | +$97.8K | 0.17% | 104 |
|
|
2016
Q3 | $1.1M | Sell |
76,162
-3,456
| -4% | -$49.7K | 0.17% | 104 |
|
|
2016
Q2 | $1.08M | Sell |
79,618
-24
| -0% | -$325 | 0.17% | 106 |
|
|
2016
Q1 | $1.08M | Buy |
79,642
+4,974
| +7% | +$67.5K | 0.18% | 102 |
|
|
2015
Q4 | $1.03M | Buy |
74,668
+1,534
| +2% | +$21.1K | 0.18% | 110 |
|
|
2015
Q3 | $1M | Buy |
73,134
+10,342
| +16% | +$142K | 0.19% | 112 |
|
|
2015
Q2 | $957K | Buy |
62,792
+10,576
| +20% | +$161K | 0.18% | 119 |
|
|
2015
Q1 | $789K | Buy |
52,216
+11,894
| +29% | +$180K | 0.14% | 134 |
|
|
2014
Q4 | $583K | Buy |
40,322
+22,200
| +123% | +$321K | 0.21% | 106 |
|
|
2014
Q3 | $281K | Hold |
18,122
| – | – | 0.12% | 134 |
|
|
2014
Q2 | $299K | Sell |
18,122
-62,474
| -78% | -$1.03M | 0.13% | 131 |
|
|
2014
Q1 | $1.27M | Buy |
80,596
+464
| +0.6% | +$7.31K | 0.6% | 44 |
|
|
2013
Q4 | $1.26M | Buy |
+80,132
| New | +$1.26M | 0.75% | 33 |
|