AWA
Acorn Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
38,238
-856
| -2% | -$18.9K | 0.31% | 74 |
|
|
2025
Q1 | $773K | Sell |
39,094
-481
| -1% | -$9.51K | 0.32% | 70 |
|
|
2024
Q4 | $732K | Buy |
39,575
+19,219
| +94% | +$356K | 0.3% | 75 |
|
|
2024
Q3 | $837K | Sell |
20,356
-3,379
| -14% | -$139K | 0.36% | 60 |
|
|
2024
Q2 | $912K | Sell |
23,735
-1,880
| -7% | -$72.2K | 0.45% | 46 |
|
|
2024
Q1 | $1,000K | Sell |
25,615
-824
| -3% | -$32.2K | 0.52% | 43 |
|
|
2023
Q4 | $977K | Sell |
26,439
-1,818
| -6% | -$67.2K | 0.58% | 38 |
|
|
2023
Q3 | $960K | Sell |
28,257
-1,712
| -6% | -$58.1K | 0.64% | 35 |
|
|
2023
Q2 | $1.07M | Buy |
29,969
+3,035
| +11% | +$108K | 0.73% | 32 |
|
|
2023
Q1 | $937K | Sell |
26,934
-1,579
| -6% | -$54.9K | 0.69% | 33 |
|
|
2022
Q4 | $918K | Sell |
28,513
-6,258
| -18% | -$201K | 0.7% | 37 |
|
|
2022
Q3 | $978K | Buy |
34,771
+1,178
| +4% | +$33.1K | 0.8% | 29 |
|
|
2022
Q2 | $1.06M | Buy |
33,593
+1,717
| +5% | +$54K | 0.83% | 27 |
|
|
2022
Q1 | $1.17M | Sell |
31,876
-1,492
| -4% | -$54.8K | 0.81% | 27 |
|
|
2021
Q4 | $1.3M | Buy |
33,368
+3,469
| +12% | +$135K | 0.82% | 31 |
|
|
2021
Q3 | $1.16M | Sell |
29,899
-186
| -0.6% | -$7.2K | 0.81% | 31 |
|
|
2021
Q2 | $1.19M | Buy |
30,085
+5,166
| +21% | +$204K | 0.82% | 27 |
|
|
2021
Q1 | $937K | Buy |
24,919
+1,451
| +6% | +$54.6K | 0.67% | 36 |
|
|
2020
Q4 | $845K | Buy |
23,468
+1,397
| +6% | +$50.3K | 0.67% | 37 |
|
|
2020
Q3 | $693K | Sell |
22,071
-186
| -0.8% | -$5.84K | 0.61% | 43 |
|
|
2020
Q2 | $662K | Buy |
22,257
+533
| +2% | +$15.9K | 0.62% | 41 |
|
|
2020
Q1 | $559K | Sell |
21,724
-3,082
| -12% | -$79.3K | 0.63% | 37 |
|
|
2019
Q4 | $833K | Buy |
24,806
+265
| +1% | +$8.9K | 0.7% | 29 |
|
|
2019
Q3 | $816K | Sell |
24,541
-1,425
| -5% | -$47.4K | 0.7% | 30 |
|
|
2019
Q2 | $799K | Sell |
25,966
-4,566
| -15% | -$141K | 0.73% | 31 |
|
|
2019
Q1 | $980K | Sell |
30,532
-12,630
| -29% | -$405K | 0.88% | 24 |
|
|
2018
Q4 | $1.27M | Sell |
43,162
-1,822
| -4% | -$53.7K | 1.3% | 17 |
|
|
2018
Q3 | $1.39M | Buy |
44,984
+916
| +2% | +$28.4K | 1.38% | 15 |
|
|
2018
Q2 | $1.44M | Buy |
44,068
+1,970
| +5% | +$64.5K | 1.23% | 14 |
|
|
2018
Q1 | $1.45M | Buy |
42,098
+6,104
| +17% | +$210K | 1.25% | 14 |
|
|
2017
Q4 | $1.26M | Buy |
+35,994
| New | +$1.26M | 1.15% | 15 |
|