WA
Waverly Advisors’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3M | Buy |
1,327,572
+514
| +0% | +$11.4K | 0.32% | 63 |
|
|
2025
Q1 | $26.2M | Buy |
1,327,058
+914,078
| +221% | +$18.1M | 0.32% | 73 |
|
|
2024
Q4 | $7.64M | Buy |
412,980
+87,306
| +27% | +$1.62M | 0.12% | 171 |
|
|
2024
Q3 | $13.4M | Sell |
325,674
-21,557
| -6% | -$886K | 0.25% | 83 |
|
|
2024
Q2 | $13.3M | Buy |
347,231
+13,550
| +4% | +$521K | 0.26% | 75 |
|
|
2024
Q1 | $13M | Buy |
+333,681
| New | +$13M | 0.31% | 63 |
|