WealthPlan Investment 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
$21.9M Buy
989,497
+4,594
+0.5% +$102K 1.59% 5
2025
Q1
$19.5M Sell
984,903
-123,143
-11% -$2.44M 1.92% 5
2024
Q4
$20.5M Buy
1,108,046
+111,854
+11% +$2.07M 2.03% 4
2024
Q3
$20.5M Buy
+996,192
New +$20.5M 2.07% 4
2023
Q1
Sell
-898,666
Closed -$15.7M 544
2022
Q4
$15.7M Buy
898,666
+1,800
+0.2% +$31.5K 1.1% 29
2022
Q3
$14.6M Buy
+896,866
New +$14.6M 1.07% 32
2022
Q1
$14M Buy
+821,070
New +$14M 0.97% 32