Waterford 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
$4.71M Sell
167,951
-45,234
-21% -$1.27M 1.74% 14
2025
Q1
$4.22M Sell
213,185
-43,274
-17% -$856K 1.75% 14
2024
Q4
$4.74M Buy
256,459
+167
+0.1% +$3.09K 2.42% 10
2024
Q3
$5.27M Sell
256,292
-6,680
-3% -$137K 2.69% 10
2024
Q2
$5.05M Sell
262,972
-120
-0% -$2.31K 2.12% 15
2024
Q1
$5.13M Sell
263,092
-6,164
-2% -$120K 2.18% 14
2023
Q4
$4.98M Sell
269,256
-56,584
-17% -$1.05M 2.33% 14
2023
Q3
$5.53M Sell
325,840
-580
-0.2% -$9.85K 3.1% 10
2023
Q2
$5.82M Sell
326,420
-120
-0% -$2.14K 2.8% 12
2023
Q1
$5.68M Hold
326,540
3.08% 11
2022
Q4
$5.26M Buy
+326,540
New +$5.26M 3.06% 11