WFA
Wade Financial Advisory’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.04M | Sell |
254,798
-7,326
| -3% | -$145K | 1.73% | 15 |
|
|
2024
Q4 | $4.85M | Buy |
262,124
+133,096
| +103% | +$2.46M | 1.64% | 14 |
|
|
2024
Q3 | $5.31M | Sell |
129,028
-5,353
| -4% | -$220K | 1.79% | 14 |
|
|
2024
Q2 | $5.16M | Sell |
134,381
-1,692
| -1% | -$65K | 1.86% | 14 |
|
|
2024
Q1 | $5.31M | Sell |
136,073
-3,864
| -3% | -$151K | 1.94% | 14 |
|
|
2023
Q4 | $5.17M | Sell |
139,937
-5,545
| -4% | -$205K | 1.96% | 15 |
|
|
2023
Q3 | $4.94M | Sell |
145,482
-8,759
| -6% | -$297K | 2.12% | 15 |
|
|
2023
Q2 | $5.5M | Sell |
154,241
-3,673
| -2% | -$131K | 2.18% | 15 |
|
|
2023
Q1 | $5.5M | Sell |
157,914
-2,838
| -2% | -$98.8K | 2.31% | 15 |
|
|
2022
Q4 | $5.18M | Buy |
160,752
+40,117
| +33% | +$1.29M | 2.35% | 15 |
|
|
2022
Q3 | $3.39M | Sell |
120,635
-2,200
| -2% | -$61.9K | 1.7% | 18 |
|
|
2022
Q2 | $3.86M | Sell |
122,835
-24,308
| -17% | -$764K | 1.83% | 19 |
|
|
2022
Q1 | $5.4M | Buy |
147,143
+48,164
| +49% | +$1.77M | 2.32% | 12 |
|
|
2021
Q4 | $3.85M | Sell |
98,979
-706
| -0.7% | -$27.4K | 2% | 13 |
|
|
2021
Q3 | $3.86M | Sell |
99,685
-5,970
| -6% | -$231K | 2.18% | 12 |
|
|
2021
Q2 | $4.17M | Buy |
105,655
+7,204
| +7% | +$284K | 2.28% | 12 |
|
|
2021
Q1 | $3.7M | Sell |
98,451
-112
| -0.1% | -$4.21K | 2.34% | 12 |
|
|
2020
Q4 | $3.55M | Sell |
98,563
-383
| -0.4% | -$13.8K | 2.38% | 12 |
|
|
2020
Q3 | $3.11M | Sell |
98,946
-3,430
| -3% | -$108K | 2.45% | 10 |
|
|
2020
Q2 | $3.05M | Sell |
102,376
-44,953
| -31% | -$1.34M | 2.63% | 10 |
|
|
2020
Q1 | $3.81M | Buy |
147,329
+106,336
| +259% | +$2.75M | 3.8% | 4 |
|
|
2019
Q4 | $1.38M | Buy |
+40,993
| New | +$1.38M | 1.22% | 19 |
|