BFWA
Benchmark Financial 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 | $27.7M | Buy |
1,252,546
+58,527
| +5% | +$1.29M | 9.15% | 3 |
|
|
2025
Q1 | $23.6M | Sell |
1,194,019
-353,810
| -23% | -$7M | 8.92% | 3 |
|
|
2024
Q4 | $28.6M | Buy |
1,547,829
+781,458
| +102% | +$14.5M | 9.18% | 3 |
|
|
2024
Q3 | $31.5M | Buy |
766,371
+34,183
| +5% | +$1.41M | 10.51% | 3 |
|
|
2024
Q2 | $28.1M | Sell |
732,188
-44,021
| -6% | -$1.69M | 10.42% | 3 |
|
|
2024
Q1 | $30.3M | Buy |
776,209
+37,808
| +5% | +$1.48M | 11.57% | 3 |
|
|
2023
Q4 | $27.3M | Buy |
738,401
+10,074
| +1% | +$372K | 11.76% | 3 |
|
|
2023
Q3 | $24.7M | Buy |
728,327
+31,037
| +4% | +$1.05M | 11.63% | 2 |
|
|
2023
Q2 | $24.9M | Buy |
697,290
+78,593
| +13% | +$2.8M | 11.52% | 2 |
|
|
2023
Q1 | $21.5M | Buy |
618,697
+177,265
| +40% | +$6.17M | 11.06% | 3 |
|
|
2022
Q4 | $14.2M | Sell |
441,432
-3,036
| -0.7% | -$97.8K | 7.74% | 3 |
|
|
2022
Q3 | $12.5M | Buy |
444,468
+280,434
| +171% | +$7.89M | 7.36% | 3 |
|
|
2022
Q2 | $5.16M | Buy |
164,034
+46,470
| +40% | +$1.46M | 2.64% | 14 |
|
|
2022
Q1 | $4.32M | Buy |
117,564
+26,482
| +29% | +$972K | 1.83% | 17 |
|
|
2021
Q4 | $3.54M | Buy |
+91,082
| New | +$3.54M | 1.48% | 18 |
|