TWM
Tradition Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.98M | Buy |
451,595
+11,700
| +3% | +$259K | 0.8% | 34 |
|
|
2025
Q1 | $8.7M | Buy |
439,895
+20,545
| +5% | +$406K | 0.77% | 34 |
|
|
2024
Q4 | $7.76M | Buy |
419,350
+164,970
| +65% | +$3.05M | 0.68% | 40 |
|
|
2024
Q3 | $10.5M | Buy |
254,380
+3,486
| +1% | +$143K | 0.93% | 29 |
|
|
2024
Q2 | $9.64M | Buy |
250,894
+67,168
| +37% | +$2.58M | 0.93% | 29 |
|
|
2024
Q1 | $7.17M | Buy |
+183,726
| New | +$7.17M | 0.73% | 34 |
|
|
2022
Q2 | – | Sell |
-168,818
| Closed | -$6.2M | – | 1141 |
|
|
2022
Q1 | $6.2M | Sell |
168,818
-1,410
| -0.8% | -$51.8K | 0.79% | 37 |
|
|
2021
Q4 | $6.62M | Buy |
170,228
+22,388
| +15% | +$870K | 0.83% | 36 |
|
|
2021
Q3 | $5.72M | Buy |
147,840
+2,840
| +2% | +$110K | 0.81% | 35 |
|
|
2021
Q2 | $5.72M | Buy |
145,000
+4,977
| +4% | +$196K | 0.86% | 33 |
|
|
2021
Q1 | $5.27M | Buy |
140,023
+27,770
| +25% | +$1.04M | 0.91% | 31 |
|
|
2020
Q4 | $4.04M | Buy |
+112,253
| New | +$4.04M | 0.78% | 36 |
|