West Oak Capital’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 | $6.76K | Buy |
30,565
+10,165
| +50% | +$2.25K | 0.26% | 70 |
|
2025
Q1 | $4.04K | Sell |
20,400
-12,260
| -38% | -$2.43K | 0.16% | 87 |
|
2024
Q4 | $6.04M | Sell |
32,660
-1,112
| -3% | -$206K | 0.21% | 74 |
|
2024
Q3 | $6.94K | Buy |
33,772
+11,970
| +55% | +$2.46K | 0.13% | 71 |
|
2024
Q2 | $419K | Buy |
21,802
+290
| +1% | +$5.57K | 0.17% | 82 |
|
2024
Q1 | $420K | Hold |
21,512
| – | – | 0.18% | 84 |
|
2023
Q4 | $395K | Sell |
21,512
-1,188
| -5% | -$21.8K | 0.18% | 87 |
|
2023
Q3 | $385K | Hold |
22,700
| – | – | 0.19% | 85 |
|
2023
Q2 | $405K | Buy |
22,700
+6,600
| +41% | +$118K | 0.2% | 85 |
|
2023
Q1 | $280K | Buy |
16,100
+11,800
| +274% | +$205K | 0.14% | 103 |
|
2022
Q4 | $69K | Hold |
4,300
| – | – | 0.04% | 149 |
|
2022
Q3 | $60K | Hold |
4,300
| – | – | 0.03% | 163 |
|
2022
Q2 | $68K | Hold |
4,300
| – | – | 0.04% | 161 |
|
2022
Q1 | $79K | Sell |
4,300
-26,174
| -86% | -$481K | 0.04% | 160 |
|
2021
Q4 | $592K | Buy |
30,474
+3,600
| +13% | +$69.9K | 0.22% | 81 |
|
2021
Q3 | $520K | Buy |
26,874
+488
| +2% | +$9.44K | 0.2% | 82 |
|
2021
Q2 | $520K | Sell |
26,386
-690
| -3% | -$13.6K | 0.2% | 83 |
|
2021
Q1 | $509K | Sell |
27,076
-520
| -2% | -$9.78K | 0.22% | 79 |
|
2020
Q4 | $497K | Buy |
27,596
+3,740
| +16% | +$67.4K | 0.23% | 81 |
|
2020
Q3 | $375K | Sell |
23,856
-1,790
| -7% | -$28.1K | 0.21% | 83 |
|
2020
Q2 | $381K | Sell |
25,646
-234
| -0.9% | -$3.48K | 0.22% | 83 |
|
2020
Q1 | $334K | Buy |
25,880
+840
| +3% | +$10.8K | 0.23% | 81 |
|
2019
Q4 | $421K | Buy |
25,040
+3,152
| +14% | +$53K | 0.24% | 84 |
|
2019
Q3 | $349K | Buy |
21,888
+3,236
| +17% | +$51.6K | 0.21% | 85 |
|
2019
Q2 | $299K | Buy |
18,652
+98
| +0.5% | +$1.57K | 0.18% | 91 |
|
2019
Q1 | $290K | Sell |
18,554
-88
| -0.5% | -$1.38K | 0.18% | 95 |
|
2018
Q4 | $264K | Buy |
18,642
+2,578
| +16% | +$36.5K | 0.19% | 96 |
|
2018
Q3 | $269K | Sell |
16,064
-2,284
| -12% | -$38.3K | 0.16% | 101 |
|
2018
Q2 | $303K | Sell |
18,348
-1,230
| -6% | -$20.3K | 0.18% | 96 |
|
2018
Q1 | $330K | Buy |
+19,578
| New | +$330K | 0.2% | 94 |
|
2017
Q4 | – | Sell |
-15,902
| Closed | -$266K | – | 329 |
|
2017
Q3 | $266K | Buy |
15,902
+496
| +3% | +$8.3K | 0.16% | 108 |
|
2017
Q2 | $245K | Buy |
15,406
+342
| +2% | +$5.43K | 0.15% | 109 |
|
2017
Q1 | $225K | Buy |
15,064
+104
| +0.7% | +$1.55K | 0.14% | 111 |
|
2016
Q4 | $207K | Buy |
14,960
+150
| +1% | +$2.08K | 0.14% | 114 |
|
2016
Q3 | $213K | Buy |
14,810
+5,616
| +61% | +$80.8K | 0.15% | 113 |
|
2016
Q2 | $125K | Buy |
9,194
+4,730
| +106% | +$64.1K | 0.09% | 126 |
|
2016
Q1 | $60.5K | Sell |
4,464
-76
| -2% | -$1.03K | 0.05% | 142 |
|
2015
Q4 | $62.6K | Buy |
4,540
+1,690
| +59% | +$23.3K | 0.05% | 141 |
|
2015
Q3 | $39K | Buy |
2,850
+2,440
| +595% | +$33.4K | 0.03% | 161 |
|
2015
Q2 | $6.25K | Buy |
410
+250
| +156% | +$3.81K | ﹤0.01% | 227 |
|
2015
Q1 | $2.42K | Hold |
160
| – | – | ﹤0.01% | 262 |
|
2014
Q4 | $2.31K | Hold |
160
| – | – | ﹤0.01% | 273 |
|
2014
Q3 | $2.48K | Buy |
+160
| New | +$2.48K | ﹤0.01% | 257 |
|