WP
WMS Partners’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-44,286
| Closed | -$1.73M | – | 278 |
|
|
2024
Q1 | $1.73M | Buy |
44,286
+19
| +0% | +$741 | 0.12% | 77 |
|
|
2023
Q4 | $1.64M | Hold |
44,267
| – | – | 0.12% | 71 |
|
|
2023
Q3 | $1.5M | Sell |
44,267
-569
| -1% | -$19.3K | 0.12% | 78 |
|
|
2023
Q2 | $1.6M | Buy |
44,836
+6
| +0% | +$214 | 0.13% | 74 |
|
|
2023
Q1 | $1.56M | Sell |
44,830
-1,126
| -2% | -$39.2K | 0.14% | 73 |
|
|
2022
Q4 | $1.48M | Sell |
45,956
-401
| -0.9% | -$12.9K | 0.15% | 75 |
|
|
2022
Q3 | $1.3M | Buy |
+46,357
| New | +$1.3M | 0.18% | 68 |
|
|
2019
Q2 | – | Sell |
-6,888
| Closed | -$216K | – | 221 |
|
|
2019
Q1 | $216K | Buy |
+6,888
| New | +$216K | 0.05% | 183 |
|