Transform Wealth’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
2025
Q1
$1.94M Sell
98,207
-3,424
-3% -$67.7K 0.12% 118
2024
Q4
$1.88M Buy
101,631
+28,695
+39% +$531K 0.1% 120
2024
Q3
$1.5M Sell
72,936
-1,066
-1% -$21.9K 0.1% 109
2024
Q2
$1.43M Buy
74,002
+9,842
+15% +$191K 0.11% 110
2024
Q1
$1.25M Sell
64,160
-966
-1% -$18.8K 0.12% 120
2023
Q4
$1.2M Buy
65,126
+158
+0.2% +$2.92K 0.12% 127
2023
Q3
$1.1M Sell
64,968
-65,600
-50% -$1.11M 0.12% 124
2023
Q2
$2.33M Sell
130,568
-2,800
-2% -$49.9K 0.21% 108
2023
Q1
$2.32M Buy
133,368
+70,892
+113% +$1.23M 0.22% 103
2022
Q4
$1.01M Buy
+62,476
New +$1.01M 0.11% 120