WAG
Windsor 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
Q1 | – | Sell |
-92,916
| Closed | -$1.72M | – | 69 |
|
|
2024
Q4 | $1.72M | Buy |
92,916
+63,328
| +214% | +$1.17M | 2% | 8 |
|
|
2024
Q3 | $1.22M | Buy |
+29,588
| New | +$1.22M | 1.37% | 17 |
|
|
2024
Q1 | – | Sell |
-14,079
| Closed | -$520K | – | 55 |
|
|
2023
Q4 | $520K | Buy |
+14,079
| New | +$520K | 1.55% | 18 |
|