TPWM
Twelve Points 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 | $319K | Hold |
14,444
| – | – | 0.09% | 151 |
|
2025
Q1 | $286K | Sell |
14,444
-16
| -0.1% | -$316 | 0.08% | 148 |
|
2024
Q4 | $268K | Buy |
14,460
+7,230
| +100% | +$134K | 0.08% | 154 |
|
2024
Q3 | $297K | Hold |
7,230
| – | – | 0.09% | 155 |
|
2024
Q2 | $278K | Sell |
7,230
-16
| -0.2% | -$615 | 0.1% | 152 |
|
2024
Q1 | $283K | Sell |
7,246
-7
| -0.1% | -$273 | 0.1% | 146 |
|
2023
Q4 | $268K | Hold |
7,253
| – | – | 0.13% | 144 |
|
2023
Q3 | $246K | Sell |
7,253
-67
| -0.9% | -$2.28K | 0.12% | 149 |
|
2023
Q2 | $261K | Sell |
7,320
-76
| -1% | -$2.71K | 0.14% | 144 |
|
2023
Q1 | $257K | Sell |
7,396
-96
| -1% | -$3.34K | 0.15% | 144 |
|
2022
Q4 | $241K | Buy |
7,492
+151
| +2% | +$4.86K | 0.16% | 144 |
|
2022
Q3 | $207K | Buy |
7,341
+130
| +2% | +$3.67K | 0.16% | 148 |
|
2022
Q2 | $227K | Hold |
7,211
| – | – | 0.17% | 149 |
|
2022
Q1 | $265K | Buy |
+7,211
| New | +$265K | 0.2% | 149 |
|