Wolff Financial Management’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 | $769K | Buy |
34,784
+225
| +0.7% | +$4.97K | 0.2% | 51 |
|
|
2025
Q1 | $684K | Hold |
34,559
| – | – | 0.19% | 52 |
|
|
2024
Q4 | $639K | Buy |
34,559
+751
| +2% | +$13.9K | 0.18% | 52 |
|
|
2024
Q3 | $695K | Buy |
+33,808
| New | +$695K | 0.19% | 53 |
|
|
2024
Q2 | – | Sell |
-28,520
| Closed | -$556K | – | 78 |
|
|
2024
Q1 | $556K | Hold |
28,520
| – | – | 0.16% | 63 |
|
|
2023
Q4 | $527K | Buy |
28,520
+558
| +2% | +$10.3K | 0.16% | 64 |
|
|
2023
Q3 | $475K | Buy |
+27,962
| New | +$475K | 0.16% | 64 |
|
|
2023
Q2 | – | Sell |
-27,654
| Closed | -$481K | – | 82 |
|
|
2023
Q1 | $481K | Hold |
27,654
| – | – | 0.17% | 67 |
|
|
2022
Q4 | $445K | Buy |
27,654
+510
| +2% | +$8.21K | 0.16% | 70 |
|
|
2022
Q3 | $381K | Hold |
27,144
| – | – | 0.17% | 74 |
|
|
2022
Q2 | $427K | Sell |
27,144
-2,774
| -9% | -$43.6K | 0.19% | 75 |
|
|
2022
Q1 | $549K | Sell |
29,918
-82
| -0.3% | -$1.51K | 0.22% | 66 |
|
|
2021
Q4 | $583K | Buy |
+30,000
| New | +$583K | 0.22% | 62 |
|
|
2021
Q1 | $545K | Hold |
28,978
| – | – | 0.25% | 63 |
|
|
2020
Q4 | $522K | Buy |
28,978
+408
| +1% | +$7.35K | 0.27% | 57 |
|
|
2020
Q3 | $449K | Hold |
28,570
| – | – | 0.27% | 59 |
|
|
2020
Q2 | $425K | Buy |
28,570
+228
| +0.8% | +$3.39K | 0.27% | 60 |
|
|
2020
Q1 | $366K | Buy |
28,342
+2,076
| +8% | +$26.8K | 0.28% | 60 |
|
|
2019
Q4 | $442K | Buy |
26,266
+566
| +2% | +$9.53K | 0.29% | 55 |
|
|
2019
Q3 | $409K | Buy |
25,700
+202
| +0.8% | +$3.22K | 0.3% | 57 |
|
|
2019
Q2 | $409K | Hold |
25,498
| – | – | 0.31% | 56 |
|
|
2019
Q1 | $399K | Hold |
25,498
| – | – | 0.33% | 56 |
|
|
2018
Q4 | $361K | Buy |
+25,498
| New | +$361K | 0.35% | 57 |
|