WAM
Wealthspire Advisors (Maryland)’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $108M | Buy |
3,450,488
+2,387,135
| +224% | +$75M | 3.82% | 7 |
|
|
2020
Q2 | $31.6M | Sell |
1,063,353
-259,865
| -20% | -$7.73M | 2.26% | 9 |
|
|
2020
Q1 | $34.2M | Buy |
1,323,218
+97,634
| +8% | +$2.52M | 2.98% | 7 |
|
|
2019
Q4 | $41.2M | Sell |
1,225,584
-231,365
| -16% | -$7.78M | 2.77% | 8 |
|
|
2019
Q3 | $46.4M | Buy |
1,456,949
+41,394
| +3% | +$1.32M | 3.4% | 5 |
|
|
2019
Q2 | $45.4M | Buy |
1,415,555
+16,862
| +1% | +$541K | 3.4% | 7 |
|
|
2019
Q1 | $43.8M | Sell |
1,398,693
-85,965
| -6% | -$2.69M | 3.3% | 5 |
|
|
2018
Q4 | $42.1M | Buy |
1,484,658
+273,722
| +23% | +$7.76M | 3.74% | 5 |
|
|
2018
Q3 | $40.6M | Buy |
1,210,936
+126,314
| +12% | +$4.24M | 3.35% | 6 |
|
|
2018
Q2 | $35.8M | Buy |
1,084,622
+23,510
| +2% | +$777K | 3.25% | 7 |
|
|
2018
Q1 | $35.8M | Buy |
1,061,112
+18,775
| +2% | +$633K | 3.37% | 5 |
|
|
2017
Q4 | $35.5M | Buy |
1,042,337
+14,807
| +1% | +$504K | 3.45% | 4 |
|
|
2017
Q3 | $34.4M | Buy |
1,027,530
+32,082
| +3% | +$1.07M | 3.75% | 3 |
|
|
2017
Q2 | $31.6M | Buy |
995,448
+60,980
| +7% | +$1.94M | 3.75% | 3 |
|
|
2017
Q1 | $27.9M | Buy |
934,468
+88,305
| +10% | +$2.64M | 3.97% | 4 |
|
|
2016
Q4 | $23.4M | Buy |
846,163
+61,863
| +8% | +$1.71M | 3.5% | 5 |
|
|
2016
Q3 | $22.6M | Buy |
784,300
+53,521
| +7% | +$1.54M | 3.52% | 4 |
|
|
2016
Q2 | $19.8M | Buy |
730,779
+42,136
| +6% | +$1.14M | 3.3% | 5 |
|
|
2016
Q1 | $18.7M | Buy |
688,643
+28,811
| +4% | +$781K | 3.29% | 5 |
|
|
2015
Q4 | $18.2M | Buy |
+659,832
| New | +$18.2M | 3.38% | 4 |
|