Triad Wealth Partners’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
Q2 | $4.37M | Buy |
197,528
+2,496
| +1% | +$55.2K | 0.88% | 31 |
|
2025
Q1 | $3.86M | Buy |
195,032
+26,626
| +16% | +$527K | 1.2% | 19 |
|
2024
Q4 | $3.12M | Sell |
168,406
-14,096
| -8% | -$261K | 1.13% | 22 |
|
2024
Q3 | $3.75M | Sell |
182,502
-44,936
| -20% | -$924K | 2% | 18 |
|
2024
Q2 | $4.37M | Buy |
227,438
+51,550
| +29% | +$990K | 2.29% | 12 |
|
2024
Q1 | $3.43M | Buy |
+175,888
| New | +$3.43M | 2.63% | 12 |
|