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 |
|