WFAG
Wescott Financial Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Buy |
20,016
+130
| +0.7% | +$2.87K | 0.04% | 126 |
|
|
2025
Q1 | $393K | Sell |
19,886
-5,400
| -21% | -$107K | 0.04% | 125 |
|
|
2024
Q4 | $468K | Buy |
25,286
+12,859
| +103% | +$238K | 0.05% | 117 |
|
|
2024
Q3 | $511K | Buy |
12,427
+91
| +0.7% | +$3.74K | 0.05% | 111 |
|
|
2024
Q2 | $474K | Hold |
12,336
| – | – | 0.06% | 115 |
|
|
2024
Q1 | $481K | Buy |
12,336
+121
| +1% | +$4.72K | 0.06% | 110 |
|
|
2023
Q4 | $451K | Buy |
12,215
+212
| +2% | +$7.84K | 0.06% | 111 |
|
|
2023
Q3 | $408K | Buy |
12,003
+1,400
| +13% | +$47.5K | 0.07% | 106 |
|
|
2023
Q2 | $378K | Buy |
10,603
+117
| +1% | +$4.17K | 0.07% | 114 |
|
|
2023
Q1 | $365K | Hold |
10,486
| – | – | 0.08% | 114 |
|
|
2022
Q4 | $338K | Buy |
10,486
+196
| +2% | +$6.31K | 0.07% | 113 |
|
|
2022
Q3 | $289K | Buy |
10,290
+1,123
| +12% | +$31.5K | 0.08% | 115 |
|
|
2022
Q2 | $288K | Buy |
9,167
+79
| +0.9% | +$2.48K | 0.08% | 110 |
|
|
2022
Q1 | $334K | Buy |
+9,088
| New | +$334K | 0.09% | 101 |
|