Walter & Keenan Wealth Management’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 | $1.81M | Buy |
82,030
+526
| +0.6% | +$11.6K | 0.53% | 51 |
|
|
2025
Q1 | $1.61M | Sell |
81,504
-350
| -0.4% | -$6.92K | 0.49% | 55 |
|
|
2024
Q4 | $1.51M | Buy |
81,854
+11,034
| +16% | +$204K | 0.46% | 58 |
|
|
2024
Q3 | $1.46M | Buy |
70,820
+654
| +0.9% | +$13.4K | 0.44% | 61 |
|
|
2024
Q2 | $1.35M | Buy |
70,166
+200
| +0.3% | +$3.84K | 0.43% | 63 |
|
|
2024
Q1 | $1.37M | Hold |
69,966
| – | – | 0.45% | 60 |
|
|
2023
Q4 | $1.29M | Buy |
69,966
+1,352
| +2% | +$25K | 0.46% | 58 |
|
|
2023
Q3 | $1.17M | Hold |
68,614
| – | – | 0.45% | 58 |
|
|
2023
Q2 | $1.22M | Buy |
68,614
+752
| +1% | +$13.4K | 0.45% | 59 |
|
|
2023
Q1 | $1.18M | Hold |
67,862
| – | – | 0.45% | 62 |
|
|
2022
Q4 | $1.09M | Buy |
67,862
+1,236
| +2% | +$19.9K | 0.43% | 60 |
|
|
2022
Q3 | $937K | Hold |
66,626
| – | – | 0.4% | 67 |
|
|
2022
Q2 | $1.05M | Buy |
66,626
+562
| +0.9% | +$8.84K | 0.41% | 59 |
|
|
2022
Q1 | $1.21M | Buy |
66,064
+78
| +0.1% | +$1.43K | 0.41% | 60 |
|
|
2021
Q4 | $1.28M | Buy |
65,986
+1,432
| +2% | +$27.8K | 0.42% | 63 |
|
|
2021
Q3 | $1.25M | Buy |
64,554
+340
| +0.5% | +$6.58K | 0.42% | 62 |
|
|
2021
Q2 | $1.27M | Sell |
64,214
-656
| -1% | -$12.9K | 0.44% | 65 |
|
|
2021
Q1 | $1.22M | Buy |
64,870
+1,400
| +2% | +$26.3K | 0.43% | 64 |
|
|
2020
Q4 | $1.14M | Buy |
63,470
+888
| +1% | +$16K | 0.41% | 68 |
|
|
2020
Q3 | $983K | Sell |
62,582
-21,356
| -25% | -$335K | 0.39% | 66 |
|
|
2020
Q2 | $1.25M | Buy |
+83,938
| New | +$1.25M | 0.51% | 55 |
|
|
2019
Q4 | – | Sell |
-83,028
| Closed | -$1.32M | – | 159 |
|
|
2019
Q3 | $1.32M | Buy |
83,028
+572
| +0.7% | +$9.11K | 0.5% | 58 |
|
|
2019
Q2 | $1.32M | Sell |
82,456
-49,808
| -38% | -$799K | 0.58% | 55 |
|
|
2019
Q1 | $2.07M | Buy |
132,264
+25,230
| +24% | +$395K | 0.91% | 36 |
|
|
2018
Q4 | $1.52M | Buy |
107,034
+2,090
| +2% | +$29.6K | 0.68% | 40 |
|
|
2018
Q3 | $1.76K | Hold |
104,944
| – | – | 0.53% | 42 |
|
|
2018
Q2 | $1.73M | Hold |
104,944
| – | – | 0.75% | 41 |
|
|
2018
Q1 | $1.77M | Hold |
104,944
| – | – | 0.76% | 41 |
|
|
2017
Q4 | $1.79M | Buy |
104,944
+1,594
| +2% | +$27.2K | 0.75% | 43 |
|
|
2017
Q3 | $1.73M | Buy |
+103,350
| New | +$1.73M | 0.8% | 42 |
|