TWM
Tanglewood Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-223,482
| Closed | -$6.16M | – | 13 |
|
|
2015
Q4 | $6.16M | Sell |
223,482
-230,452
| -51% | -$6.35M | 2.44% | 9 |
|
|
2015
Q3 | $12.4M | Sell |
453,934
-42,559
| -9% | -$1.16M | 5.19% | 7 |
|
|
2015
Q2 | $15.1M | Buy |
496,493
+3,598
| +0.7% | +$110K | 6.65% | 6 |
|
|
2015
Q1 | $14.9M | Buy |
492,895
+79,035
| +19% | +$2.39M | 7.2% | 6 |
|
|
2014
Q4 | $12M | Buy |
+413,860
| New | +$12M | 7.51% | 5 |
|