WANY
Wealthspire Advisors (New York)’s Schwab International Equity ETF SCHF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $476M | Buy |
21,525,356
+1,065,094
| +5% | +$23.5M | 2.67% | 8 |
|
2025
Q1 | $405M | Buy |
20,460,262
+10,262,110
| +101% | +$203M | 2.42% | 9 |
|
2024
Q4 | $189M | Buy |
10,198,152
+5,238,361
| +106% | +$96.9M | 1.88% | 12 |
|
2024
Q3 | $204M | Buy |
4,959,791
+45,741
| +0.9% | +$1.88M | 2.07% | 11 |
|
2024
Q2 | $189M | Buy |
4,914,050
+7,229
| +0.1% | +$278K | 2.42% | 9 |
|
2024
Q1 | $191M | Sell |
4,906,821
-210,333
| -4% | -$8.21M | 2.55% | 9 |
|
2023
Q4 | $189M | Buy |
5,117,154
+89,286
| +2% | +$3.3M | 2.69% | 9 |
|
2023
Q3 | $171M | Buy |
5,027,868
+6,973
| +0.1% | +$237K | 2.82% | 9 |
|
2023
Q2 | $179M | Sell |
5,020,895
-15,759
| -0.3% | -$562K | 2.93% | 8 |
|
2023
Q1 | $175M | Sell |
5,036,654
-4,056
| -0.1% | -$141K | 3.01% | 8 |
|
2022
Q4 | $162M | Sell |
5,040,710
-113,002
| -2% | -$3.64M | 2.95% | 7 |
|
2022
Q3 | $145M | Buy |
5,153,712
+753,574
| +17% | +$21.2M | 3.03% | 7 |
|
2022
Q2 | $138M | Buy |
4,400,138
+254,069
| +6% | +$7.99M | 2.89% | 8 |
|
2022
Q1 | $152M | Buy |
4,146,069
+657,143
| +19% | +$24.1M | 3.42% | 8 |
|
2021
Q4 | $136M | Buy |
3,488,926
+186,841
| +6% | +$7.26M | 3% | 9 |
|
2021
Q3 | $128M | Sell |
3,302,085
-75,288
| -2% | -$2.91M | 2.65% | 9 |
|
2021
Q2 | $133M | Sell |
3,377,373
-69,396
| -2% | -$2.74M | 3.5% | 9 |
|
2021
Q1 | $130M | Buy |
3,446,769
+69,861
| +2% | +$2.63M | 3.08% | 8 |
|
2020
Q4 | $122M | Buy |
3,376,908
+966,607
| +40% | +$34.8M | 3.62% | 7 |
|
2020
Q3 | $75.7M | Sell |
2,410,301
-26,619
| -1% | -$836K | 4.5% | 7 |
|
2020
Q2 | $72.5M | Sell |
2,436,920
-550,516
| -18% | -$16.4M | 5.05% | 6 |
|
2020
Q1 | $77.2M | Buy |
+2,987,436
| New | +$77.2M | 3.24% | 6 |
|