TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.66M | Sell |
111,480
-25,234
| -18% | -$375K | 0.7% | 25 |
|
|
2020
Q1 | $1.77M | Sell |
136,714
-268,242
| -66% | -$3.47M | 0.86% | 20 |
|
|
2019
Q4 | $6.81M | Buy |
404,956
+7,622
| +2% | +$128K | 2.76% | 7 |
|
|
2019
Q3 | $6.33M | Buy |
397,334
+18,030
| +5% | +$287K | 2.73% | 6 |
|
|
2019
Q2 | $6.09M | Buy |
379,304
+24,818
| +7% | +$398K | 2.71% | 6 |
|
|
2019
Q1 | $5.55M | Buy |
354,486
+116,170
| +49% | +$1.82M | 2.57% | 5 |
|
|
2018
Q4 | $3.38M | Buy |
238,316
+155,378
| +187% | +$2.2M | 1.71% | 11 |
|
|
2018
Q3 | $1.39M | Buy |
82,938
+1,136
| +1% | +$19K | 0.64% | 24 |
|
|
2018
Q2 | $1.35M | Buy |
81,802
+4,986
| +6% | +$82.4K | 0.64% | 23 |
|
|
2018
Q1 | $1.3M | Buy |
76,816
+3,504
| +5% | +$59.1K | 0.65% | 23 |
|
|
2017
Q4 | $1.25M | Buy |
+73,312
| New | +$1.25M | 0.59% | 26 |
|