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 |
|