BWA
Burt 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 | $217K | Buy |
+9,824
| New | +$217K | 0.05% | 111 |
|
|
2024
Q4 | – | Sell |
-4,891
| Closed | -$201K | – | 117 |
|
|
2024
Q3 | $201K | Buy |
+4,891
| New | +$201K | 0.05% | 118 |
|
|
2024
Q2 | – | Sell |
-5,293
| Closed | -$207K | – | 123 |
|
|
2024
Q1 | $207K | Buy |
+5,293
| New | +$207K | 0.05% | 116 |
|
|
2021
Q1 | – | Sell |
-4,969
| Closed | -$179K | – | 300 |
|
|
2020
Q4 | $179K | Hold |
4,969
| – | – | 0.06% | 95 |
|
|
2020
Q3 | $156K | Sell |
4,969
-798
| -14% | -$25.1K | 0.06% | 98 |
|
|
2020
Q2 | $172K | Sell |
5,767
-50
| -0.9% | -$1.49K | 0.07% | 91 |
|
|
2020
Q1 | $150K | Sell |
5,817
-730
| -11% | -$18.8K | 0.07% | 93 |
|
|
2019
Q4 | $220K | Buy |
6,547
+1
| +0% | +$34 | 0.09% | 78 |
|
|
2019
Q3 | $209K | Buy |
6,546
+234
| +4% | +$7.47K | 0.09% | 81 |
|
|
2019
Q2 | $203K | Sell |
6,312
-302
| -5% | -$9.71K | 0.09% | 80 |
|
|
2019
Q1 | $207K | Buy |
6,614
+1,301
| +24% | +$40.7K | 0.09% | 78 |
|
|
2018
Q4 | $151K | Sell |
5,313
-786
| -13% | -$22.3K | 0.07% | 97 |
|
|
2018
Q3 | $204K | Buy |
6,099
+950
| +18% | +$31.8K | 0.09% | 83 |
|
|
2018
Q2 | $170K | Buy |
5,149
+22
| +0.4% | +$726 | 0.08% | 92 |
|
|
2018
Q1 | $173K | Buy |
5,127
+702
| +16% | +$23.7K | 0.09% | 85 |
|
|
2017
Q4 | $151K | Buy |
4,425
+184
| +4% | +$6.28K | 0.09% | 97 |
|
|
2017
Q3 | $142K | Sell |
4,241
-306
| -7% | -$10.2K | 0.09% | 99 |
|
|
2017
Q2 | $144K | Buy |
4,547
+553
| +14% | +$17.5K | 0.1% | 93 |
|
|
2017
Q1 | $119K | Buy |
3,994
+636
| +19% | +$18.9K | 0.09% | 97 |
|
|
2016
Q4 | $93K | Buy |
3,358
+109
| +3% | +$3.02K | 0.08% | 121 |
|
|
2016
Q3 | $93K | Buy |
3,249
+53
| +2% | +$1.52K | 0.1% | 108 |
|
|
2016
Q2 | $86K | Buy |
3,196
+259
| +9% | +$6.97K | 0.1% | 110 |
|
|
2016
Q1 | $80K | Buy |
2,937
+219
| +8% | +$5.97K | 0.07% | 129 |
|
|
2015
Q4 | $74K | Sell |
2,718
-78
| -3% | -$2.12K | 0.06% | 121 |
|
|
2015
Q3 | $78K | Buy |
2,796
+210
| +8% | +$5.86K | 0.1% | 108 |
|
|
2015
Q2 | $79K | Hold |
2,586
| – | – | 0.09% | 119 |
|
|
2015
Q1 | $78K | Hold |
2,586
| – | – | 0.08% | 112 |
|
|
2014
Q4 | $75K | Buy |
+2,586
| New | +$75K | 0.08% | 115 |
|