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Avantax Planning Partners’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139M | Sell |
6,279,163
-161,228
| -3% | -$3.56M | 4.4% | 5 |
|
|
2025
Q1 | $127M | Buy |
6,440,391
+479,886
| +8% | +$9.49M | 4.51% | 5 |
|
|
2024
Q4 | $110M | Buy |
5,960,505
+3,187,361
| +115% | +$59M | 3.98% | 5 |
|
|
2024
Q3 | $114M | Sell |
2,773,144
-277,737
| -9% | -$11.4M | 4.09% | 5 |
|
|
2024
Q2 | $117M | Buy |
3,050,881
+241,142
| +9% | +$9.26M | 3.77% | 5 |
|
|
2024
Q1 | $110M | Buy |
2,809,739
+214,784
| +8% | +$8.38M | 3.55% | 5 |
|
|
2023
Q4 | $95.9M | Sell |
2,594,955
-301,729
| -10% | -$11.2M | 3.65% | 5 |
|
|
2023
Q3 | $98.4M | Buy |
2,896,684
+191,733
| +7% | +$6.51M | 4.12% | 5 |
|
|
2023
Q2 | $96.4M | Buy |
2,704,951
+212,848
| +9% | +$7.59M | 3.83% | 5 |
|
|
2023
Q1 | $86.7M | Buy |
2,492,103
+1,273,674
| +105% | +$44.3M | 3.52% | 5 |
|
|
2022
Q4 | $39.2M | Buy |
1,218,429
+93,837
| +8% | +$3.02M | 1.56% | 11 |
|
|
2022
Q3 | $31.6M | Buy |
1,124,592
+69,577
| +7% | +$1.96M | 1.42% | 11 |
|
|
2022
Q2 | $33.2M | Sell |
1,055,015
-241,107
| -19% | -$7.58M | 1.42% | 12 |
|
|
2022
Q1 | $47.6M | Buy |
1,296,122
+141,959
| +12% | +$5.21M | 1.89% | 8 |
|
|
2021
Q4 | $44.9M | Buy |
1,154,163
+44,240
| +4% | +$1.72M | 1.85% | 8 |
|
|
2021
Q3 | $43M | Buy |
1,109,923
+110,161
| +11% | +$4.26M | 1.98% | 8 |
|
|
2021
Q2 | $39.4M | Buy |
999,762
+53,372
| +6% | +$2.11M | 1.85% | 8 |
|
|
2021
Q1 | $35.6M | Buy |
946,390
+226,331
| +31% | +$8.51M | 1.84% | 7 |
|
|
2020
Q4 | $25.9M | Buy |
720,059
+20,989
| +3% | +$756K | 1.33% | 7 |
|
|
2020
Q3 | $22M | Buy |
699,070
+37,032
| +6% | +$1.16M | 1.16% | 7 |
|
|
2020
Q2 | $19.7M | Buy |
662,038
+213,829
| +48% | +$6.36M | 1.11% | 8 |
|
|
2020
Q1 | $11.6M | Buy |
448,209
+95,456
| +27% | +$2.47M | 0.81% | 6 |
|
|
2019
Q4 | $11.9M | Buy |
352,753
+16,870
| +5% | +$567K | 0.7% | 9 |
|
|
2019
Q3 | $10.7M | Buy |
335,883
+21,778
| +7% | +$694K | 0.66% | 9 |
|
|
2019
Q2 | $10.1M | Buy |
314,105
+37,612
| +14% | +$1.21M | 0.65% | 10 |
|
|
2019
Q1 | $8.66M | Buy |
276,493
+80,906
| +41% | +$2.53M | 0.6% | 12 |
|
|
2018
Q4 | $5.55M | Sell |
195,587
-27,217
| -12% | -$772K | 0.42% | 23 |
|
|
2018
Q3 | $7.47M | Buy |
222,804
+16,143
| +8% | +$541K | 0.6% | 12 |
|
|
2018
Q2 | $6.83M | Buy |
206,661
+15,732
| +8% | +$520K | 0.61% | 12 |
|
|
2018
Q1 | $6.44M | Buy |
190,929
+51,888
| +37% | +$1.75M | 0.55% | 13 |
|
|
2017
Q4 | $4.74M | Sell |
139,041
-9,500
| -6% | -$324K | 0.43% | 14 |
|
|
2017
Q3 | $4.97M | Buy |
148,541
+18,776
| +14% | +$628K | 0.39% | 21 |
|
|
2017
Q2 | $4.12M | Buy |
129,765
+44,864
| +53% | +$1.43M | 0.35% | 27 |
|
|
2017
Q1 | $2.54M | Buy |
84,901
+2,463
| +3% | +$73.6K | 0.23% | 41 |
|
|
2016
Q4 | $2.28M | Buy |
+82,438
| New | +$2.28M | 0.24% | 37 |
|