Zhang Financial’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 | $11.3M | Buy |
510,143
+73,062
| +17% | +$1.61M | 0.52% | 37 |
|
2025
Q1 | $8.65M | Buy |
437,081
+18,050
| +4% | +$357K | 0.46% | 38 |
|
2024
Q4 | $7.75M | Buy |
419,031
+3,671
| +0.9% | +$67.9K | 0.44% | 38 |
|
2024
Q3 | $8.54M | Buy |
415,360
+840
| +0.2% | +$17.3K | 0.54% | 34 |
|
2024
Q2 | $7.96M | Buy |
414,520
+27,006
| +7% | +$519K | 0.56% | 35 |
|
2024
Q1 | $7.56M | Buy |
387,514
+10,300
| +3% | +$201K | 0.56% | 31 |
|
2023
Q4 | $6.97M | Buy |
377,214
+24,092
| +7% | +$445K | 0.6% | 27 |
|
2023
Q3 | $6M | Buy |
353,122
+358
| +0.1% | +$6.08K | 0.61% | 27 |
|
2023
Q2 | $6.28M | Buy |
352,764
+18,676
| +6% | +$332K | 0.64% | 26 |
|
2023
Q1 | $5.81M | Buy |
334,088
+34,594
| +12% | +$602K | 0.66% | 28 |
|
2022
Q4 | $4.82M | Buy |
299,494
+53,332
| +22% | +$859K | 0.62% | 29 |
|
2022
Q3 | $3.46M | Buy |
246,162
+99,164
| +67% | +$1.39M | 0.52% | 36 |
|
2022
Q2 | $2.31M | Buy |
146,998
+26,330
| +22% | +$414K | 0.37% | 46 |
|
2022
Q1 | $2.22M | Buy |
120,668
+76,298
| +172% | +$1.4M | 0.37% | 46 |
|
2021
Q4 | $862K | Buy |
44,370
+8,376
| +23% | +$163K | 0.15% | 86 |
|
2021
Q3 | $696K | Hold |
35,994
| – | – | 0.16% | 72 |
|
2021
Q2 | $710K | Buy |
35,994
+9,168
| +34% | +$181K | 0.17% | 64 |
|
2021
Q1 | $505K | Buy |
26,826
+8,080
| +43% | +$152K | 0.14% | 74 |
|
2020
Q4 | $338K | Hold |
18,746
| – | – | 0.1% | 79 |
|
2020
Q3 | $294K | Buy |
18,746
+234
| +1% | +$3.67K | 0.11% | 76 |
|
2020
Q2 | $275K | Sell |
18,512
-2,142
| -10% | -$31.8K | 0.11% | 77 |
|
2020
Q1 | $267K | Sell |
20,654
-6,132
| -23% | -$79.3K | 0.12% | 76 |
|
2019
Q4 | $450K | Hold |
26,786
| – | – | 0.17% | 63 |
|
2019
Q3 | $427K | Hold |
26,786
| – | – | 0.18% | 58 |
|
2019
Q2 | $430K | Sell |
26,786
-23,716
| -47% | -$381K | 0.18% | 61 |
|
2019
Q1 | $791K | Buy |
50,502
+2,708
| +6% | +$42.4K | 0.34% | 37 |
|
2018
Q4 | $677K | Buy |
+47,794
| New | +$677K | 0.33% | 35 |
|