Burt Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $283K | Buy |
12,149
+2,325
| +24% | +$52.5K | 0.07% | 100 |
|
|
2025
Q2 | $217K | Buy |
+9,824
| New | +$205K | 0.05% | 111 |
|
|
2024
Q4 | – | Sell |
-9,782
| Closed | -$201K | – | 117 |
|
|
2024
Q3 | $201K | Buy |
+9,782
| New | +$193K | 0.05% | 118 |
|
|
2024
Q2 | – | Sell |
-10,586
| Closed | -$207K | – | 123 |
|
|
2024
Q1 | $207K | Buy |
+10,586
| New | +$198K | 0.05% | 116 |
|
|
2021
Q1 | – | Sell |
-9,938
| Closed | -$179K | – | 300 |
|
|
2020
Q4 | $179K | Hold |
9,938
| – | – | 0.06% | 95 |
|
|
2020
Q3 | $156K | Sell |
9,938
-1,596
| -14% | -$25.1K | 0.06% | 98 |
|
|
2020
Q2 | $172K | Sell |
11,534
-100
| -0.9% | -$1.41K | 0.07% | 91 |
|
|
2020
Q1 | $150K | Sell |
11,634
-1,460
| -11% | -$22.5K | 0.07% | 93 |
|
|
2019
Q4 | $220K | Buy |
13,094
+2
| +0% | +$33 | 0.09% | 78 |
|
|
2019
Q3 | $209K | Buy |
13,092
+468
| +4% | +$7.36K | 0.09% | 81 |
|
|
2019
Q2 | $203K | Sell |
12,624
-604
| -5% | -$9.56K | 0.09% | 80 |
|
|
2019
Q1 | $207K | Buy |
13,228
+2,602
| +24% | +$39.7K | 0.09% | 78 |
|
|
2018
Q4 | $151K | Sell |
10,626
-1,572
| -13% | -$24.1K | 0.07% | 97 |
|
|
2018
Q3 | $204K | Buy |
12,198
+1,900
| +18% | +$31.6K | 0.09% | 83 |
|
|
2018
Q2 | $170K | Buy |
10,298
+44
| +0.4% | +$748 | 0.08% | 92 |
|
|
2018
Q1 | $173K | Buy |
10,254
+1,404
| +16% | +$24.2K | 0.09% | 85 |
|
|
2017
Q4 | $151K | Buy |
8,850
+368
| +4% | +$6.26K | 0.09% | 97 |
|
|
2017
Q3 | $142K | Sell |
8,482
-612
| -7% | -$9.98K | 0.09% | 99 |
|
|
2017
Q2 | $144K | Buy |
9,094
+1,106
| +14% | +$17.2K | 0.1% | 93 |
|
|
2017
Q1 | $119K | Buy |
7,988
+1,272
| +19% | +$18.5K | 0.09% | 97 |
|
|
2016
Q4 | $93K | Buy |
6,716
+218
| +3% | +$3.06K | 0.08% | 121 |
|
|
2016
Q3 | $93K | Buy |
6,498
+106
| +2% | +$1.5K | 0.1% | 108 |
|
|
2016
Q2 | $86K | Buy |
6,392
+518
| +9% | +$7.09K | 0.1% | 110 |
|
|
2016
Q1 | $80K | Buy |
5,874
+438
| +8% | +$5.68K | 0.07% | 129 |
|
|
2015
Q4 | $74K | Sell |
5,436
-156
| -3% | -$2.24K | 0.06% | 121 |
|
|
2015
Q3 | $78K | Buy |
5,592
+420
| +8% | +$6.17K | 0.1% | 108 |
|
|
2015
Q2 | $79K | Hold |
5,172
| – | – | 0.09% | 119 |
|
|
2015
Q1 | $78K | Hold |
5,172
| – | – | 0.08% | 112 |
|
|
2014
Q4 | $75K | Buy |
+5,172
| New | +$77.9K | 0.08% | 115 |
|
Other funds holding SCHF
WANY
