WealthPLAN Partners’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 | $443K | Sell |
20,024
-2,394
| -11% | -$52.9K | 0.07% | 175 |
|
2025
Q1 | $443K | Buy |
22,418
+641
| +3% | +$12.7K | 0.06% | 174 |
|
2024
Q4 | $403K | Sell |
21,777
-40,439
| -65% | -$748K | 0.06% | 185 |
|
2024
Q3 | $1.28M | Sell |
62,216
-949,976
| -94% | -$19.5M | 0.17% | 114 |
|
2024
Q2 | $19.4M | Buy |
1,012,192
+48,504
| +5% | +$932K | 2.09% | 5 |
|
2024
Q1 | $18.8M | Buy |
963,688
+3,680
| +0.4% | +$71.8K | 1.95% | 5 |
|
2023
Q4 | $17.7M | Buy |
960,008
+12,684
| +1% | +$234K | 1.82% | 5 |
|
2023
Q3 | $16.1M | Buy |
947,324
+27,758
| +3% | +$471K | 1.87% | 5 |
|
2023
Q2 | $16.4M | Buy |
919,566
+9,202
| +1% | +$164K | 2.32% | 5 |
|
2023
Q1 | $15.8M | Buy |
910,364
+11,850
| +1% | +$206K | 1.8% | 6 |
|
2022
Q4 | $15.8M | Buy |
+898,514
| New | +$15.8M | 1.1% | 28 |
|
2022
Q1 | $14M | Sell |
821,070
-13,880
| -2% | -$237K | 0.97% | 32 |
|
2021
Q4 | $15.7M | Buy |
834,950
+22,706
| +3% | +$426K | 1.03% | 25 |
|
2021
Q3 | $16.1M | Buy |
812,244
+66,576
| +9% | +$1.32M | 1.07% | 22 |
|
2021
Q2 | $15M | Buy |
745,668
+18,064
| +2% | +$364K | 1.06% | 29 |
|
2021
Q1 | $14.1M | Buy |
727,604
+35,598
| +5% | +$688K | 1.09% | 25 |
|
2020
Q4 | $12.7M | Buy |
692,006
+34,744
| +5% | +$638K | 1.08% | 23 |
|
2020
Q3 | $11M | Sell |
657,262
-15,814
| -2% | -$266K | 1.08% | 23 |
|
2020
Q2 | $10.8M | Buy |
673,076
+2,834
| +0.4% | +$45.4K | 1.12% | 18 |
|
2020
Q1 | $8.98M | Buy |
670,242
+611,536
| +1,042% | +$8.2M | 1.17% | 20 |
|
2019
Q4 | $994K | Sell |
58,706
-3,714
| -6% | -$62.9K | 0.12% | 110 |
|
2019
Q3 | $1.04M | Buy |
62,420
+1,630
| +3% | +$27.1K | 0.14% | 107 |
|
2019
Q2 | $934K | Buy |
60,790
+26,964
| +80% | +$414K | 0.14% | 110 |
|
2019
Q1 | $527K | Buy |
33,826
+5,578
| +20% | +$86.9K | 0.08% | 161 |
|
2018
Q4 | $435K | Buy |
28,248
+1,726
| +7% | +$26.6K | 0.07% | 167 |
|
2018
Q3 | $400K | Buy |
26,522
+2,458
| +10% | +$37.1K | 0.07% | 165 |
|
2018
Q2 | $398K | Buy |
24,064
+10,452
| +77% | +$173K | 0.08% | 161 |
|
2018
Q1 | $229K | Buy |
+13,612
| New | +$229K | 0.05% | 240 |
|