Valeo Financial Advisors’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 | $4.5M | Buy |
203,456
+135,778
| +201% | +$3M | 0.11% | 98 |
|
|
2025
Q1 | $1.34M | Buy |
67,678
+3,151
| +5% | +$62.5K | 0.04% | 204 |
|
|
2024
Q4 | $1.19M | Buy |
64,527
+1,381
| +2% | +$25.5K | 0.03% | 216 |
|
|
2024
Q3 | $1.3M | Buy |
63,146
+16,566
| +36% | +$341K | 0.04% | 212 |
|
|
2024
Q2 | $895K | Sell |
46,580
-9,802
| -17% | -$188K | 0.03% | 259 |
|
|
2024
Q1 | $1.07M | Buy |
56,382
+9,192
| +19% | +$174K | 0.04% | 228 |
|
|
2023
Q4 | $872K | Sell |
47,190
-4,482
| -9% | -$82.8K | 0.04% | 247 |
|
|
2023
Q3 | $877K | Buy |
51,672
+530
| +1% | +$9K | 0.04% | 231 |
|
|
2023
Q2 | $912K | Buy |
51,142
+358
| +0.7% | +$6.38K | 0.04% | 216 |
|
|
2023
Q1 | $884K | Buy |
50,784
+2,478
| +5% | +$43.1K | 0.04% | 233 |
|
|
2022
Q4 | $778K | Buy |
48,306
+24,650
| +104% | +$397K | 0.04% | 219 |
|
|
2022
Q3 | $333K | Buy |
23,656
+1,688
| +8% | +$23.8K | 0.02% | 316 |
|
|
2022
Q2 | $345K | Sell |
21,968
-12,676
| -37% | -$199K | 0.02% | 309 |
|
|
2022
Q1 | $636K | Sell |
34,644
-896
| -3% | -$16.4K | 0.03% | 266 |
|
|
2021
Q4 | $691K | Sell |
35,540
-3,132
| -8% | -$60.9K | 0.04% | 236 |
|
|
2021
Q3 | $748K | Buy |
38,672
+7,672
| +25% | +$148K | 0.04% | 215 |
|
|
2021
Q2 | $611K | Buy |
31,000
+5,226
| +20% | +$103K | 0.04% | 220 |
|
|
2021
Q1 | $485K | Buy |
25,774
+2,794
| +12% | +$52.6K | 0.02% | 270 |
|
|
2020
Q4 | $414K | Sell |
22,980
-834
| -4% | -$15K | 0.02% | 271 |
|
|
2020
Q3 | $374K | Buy |
23,814
+15,492
| +186% | +$243K | 0.03% | 218 |
|
|
2020
Q2 | $124K | Sell |
8,322
-6,660
| -44% | -$99.2K | 0.01% | 428 |
|
|
2020
Q1 | $201K | Sell |
14,982
-8,220
| -35% | -$110K | 0.02% | 297 |
|
|
2019
Q4 | $390K | Buy |
23,202
+2,240
| +11% | +$37.7K | 0.04% | 224 |
|
|
2019
Q3 | $334K | Buy |
20,962
+1,462
| +7% | +$23.3K | 0.04% | 215 |
|
|
2019
Q2 | $313K | Buy |
19,500
+4,658
| +31% | +$74.8K | 0.04% | 219 |
|
|
2019
Q1 | $232K | Buy |
14,842
+690
| +5% | +$10.8K | 0.03% | 250 |
|
|
2018
Q4 | $201K | Sell |
14,152
-7,792
| -36% | -$111K | 0.03% | 253 |
|
|
2018
Q3 | $337K | Sell |
21,944
-4,428
| -17% | -$68K | 0.05% | 204 |
|
|
2018
Q2 | $432K | Buy |
26,372
+20,726
| +367% | +$340K | 0.06% | 184 |
|
|
2018
Q1 | $95K | Sell |
5,646
-1,120
| -17% | -$18.8K | 0.02% | 378 |
|
|
2017
Q4 | $115K | Buy |
6,766
+6,250
| +1,211% | +$106K | 0.02% | 320 |
|
|
2017
Q3 | $9K | Buy |
+516
| New | +$9K | ﹤0.01% | 727 |
|