Wipfli Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-28,024
| Closed | -$515K | – | 98 |
|
|
2022
Q1 | $515K | Hold |
28,024
| – | – | 0.05% | 58 |
|
|
2021
Q4 | $545K | Hold |
28,024
| – | – | 0.06% | 32 |
|
|
2021
Q3 | $542K | Hold |
28,024
| – | – | 0.07% | 29 |
|
|
2021
Q2 | $553K | Hold |
28,024
| – | – | 0.08% | 27 |
|
|
2021
Q1 | $527K | Hold |
28,024
| – | – | 0.29% | 20 |
|
|
2020
Q4 | $505K | Buy |
+28,024
| New | +$505K | 0.3% | 21 |
|