TCPWM
Traverso Chambers Private Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18.2M | Buy |
492,278
+14,914
| +3% | +$551K | 4.42% | 7 |
|
|
2023
Q3 | $16.2M | Buy |
477,364
+5,506
| +1% | +$187K | 4.34% | 6 |
|
|
2023
Q2 | $16.8M | Sell |
471,858
-5,086
| -1% | -$181K | 4.42% | 7 |
|
|
2023
Q1 | $16.6M | Sell |
476,944
-3,596
| -0.7% | -$125K | 4.55% | 7 |
|
|
2022
Q4 | $15.5M | Sell |
480,540
-2,665
| -0.6% | -$85.8K | 4.45% | 6 |
|
|
2022
Q3 | $13.6M | Buy |
483,205
+27,076
| +6% | +$762K | 4.16% | 6 |
|
|
2022
Q2 | $14.3M | Buy |
456,129
+75,883
| +20% | +$2.39M | 4.8% | 6 |
|
|
2022
Q1 | $14M | Buy |
380,246
+9,913
| +3% | +$364K | 4.16% | 5 |
|
|
2021
Q4 | $14.4M | Buy |
370,333
+6,479
| +2% | +$252K | 4.27% | 6 |
|
|
2021
Q3 | $14.1M | Buy |
363,854
+6,085
| +2% | +$235K | 4.38% | 6 |
|
|
2021
Q2 | $14.1M | Buy |
357,769
+7,506
| +2% | +$296K | 4.45% | 6 |
|
|
2021
Q1 | $13.2M | Sell |
350,263
-2,873
| -0.8% | -$108K | 4.44% | 6 |
|
|
2020
Q4 | $12.7M | Buy |
353,136
+502
| +0.1% | +$18.1K | 4.57% | 6 |
|
|
2020
Q3 | $11.1M | Sell |
352,634
-42,116
| -11% | -$1.32M | 4.28% | 6 |
|
|
2020
Q2 | $11.7M | Buy |
394,750
+1,179
| +0.3% | +$35.1K | 4.93% | 6 |
|
|
2020
Q1 | $10.2M | Buy |
+393,571
| New | +$10.2M | 4.79% | 6 |
|