EWA
EP 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 | $12.9M | Buy |
583,857
+30,852
| +6% | +$682K | 0.08% | 162 |
|
|
2025
Q1 | $10.9M | Sell |
553,005
-9,692
| -2% | -$192K | 0.09% | 143 |
|
|
2024
Q4 | $10.4M | Buy |
562,697
+292,154
| +108% | +$5.4M | 0.09% | 139 |
|
|
2024
Q3 | $11.1M | Buy |
270,543
+131,026
| +94% | +$5.39M | 0.1% | 137 |
|
|
2024
Q2 | $5.36M | Buy |
139,517
+8,774
| +7% | +$337K | 0.06% | 176 |
|
|
2024
Q1 | $5.1M | Sell |
130,743
-4,904
| -4% | -$191K | 0.06% | 169 |
|
|
2023
Q4 | $5.01M | Buy |
135,647
+10,893
| +9% | +$403K | 0.06% | 160 |
|
|
2023
Q3 | $4.24M | Buy |
124,754
+120,476
| +2,816% | +$4.09M | 0.07% | 167 |
|
|
2023
Q2 | $4.48M | Sell |
4,278
-102,370
| -96% | -$107M | 0.06% | 162 |
|
|
2023
Q1 | $2.62M | Sell |
106,648
-30,179
| -22% | -$740K | 0.05% | 207 |
|
|
2022
Q4 | $4.41M | Buy |
+136,827
| New | +$4.41M | 0.08% | 136 |
|
|
2022
Q3 | – | Sell |
-181,149
| Closed | -$5.7M | – | 578 |
|
|
2022
Q2 | $5.7M | Sell |
181,149
-5,990
| -3% | -$188K | 0.13% | 98 |
|
|
2022
Q1 | $6.87M | Sell |
187,139
-1,427
| -0.8% | -$52.4K | 0.15% | 90 |
|
|
2021
Q4 | $7.33M | Buy |
188,566
+1,839
| +1% | +$71.5K | 0.17% | 79 |
|
|
2021
Q3 | $7.23M | Sell |
186,727
-6,052
| -3% | -$234K | 0.2% | 69 |
|
|
2021
Q2 | $7.61M | Sell |
192,779
-7,420
| -4% | -$293K | 0.21% | 76 |
|
|
2021
Q1 | $7.53M | Buy |
200,199
+117,672
| +143% | +$4.43M | 0.24% | 71 |
|
|
2020
Q4 | $2.97M | Buy |
82,527
+12,641
| +18% | +$455K | 0.1% | 104 |
|
|
2020
Q3 | $2.19M | Sell |
69,886
-1,529
| -2% | -$48K | 0.09% | 102 |
|
|
2020
Q2 | $2.13M | Sell |
71,415
-9,878
| -12% | -$294K | 0.09% | 112 |
|
|
2020
Q1 | $2.1M | Buy |
81,293
+23,968
| +42% | +$619K | 0.1% | 115 |
|
|
2019
Q4 | $1.93M | Buy |
57,325
+25,627
| +81% | +$862K | 0.08% | 135 |
|
|
2019
Q3 | $1.01M | Sell |
31,698
-3,840
| -11% | -$122K | 0.05% | 155 |
|
|
2019
Q2 | $1.14M | Sell |
35,538
-51,081
| -59% | -$1.64M | 0.07% | 118 |
|
|
2019
Q1 | $2.71M | Sell |
86,619
-29,259
| -25% | -$916K | 0.26% | 62 |
|
|
2018
Q4 | $3.29M | Buy |
115,878
+83,312
| +256% | +$2.36M | 0.25% | 61 |
|
|
2018
Q3 | $1.09M | Buy |
32,566
+15,525
| +91% | +$521K | 0.09% | 110 |
|
|
2018
Q2 | $563K | Buy |
17,041
+5,021
| +42% | +$166K | 0.05% | 108 |
|
|
2018
Q1 | $405K | Sell |
12,020
-2,096
| -15% | -$70.6K | 0.04% | 134 |
|
|
2017
Q4 | $481K | Buy |
14,116
+7,015
| +99% | +$239K | 0.05% | 114 |
|
|
2017
Q3 | $238K | Buy |
7,101
+260
| +4% | +$8.71K | 0.03% | 155 |
|
|
2017
Q2 | $217K | Buy |
+6,841
| New | +$217K | 0.03% | 170 |
|
|
2017
Q1 | – | Sell |
-17,851
| Closed | -$447K | – | 163 |
|
|
2016
Q4 | $447K | Buy |
17,851
+8,160
| +84% | +$204K | 0.07% | 90 |
|
|
2016
Q3 | $279K | Sell |
9,691
-376
| -4% | -$10.8K | 0.04% | 112 |
|
|
2016
Q2 | $273K | Sell |
10,067
-27,542
| -73% | -$747K | 0.04% | 103 |
|
|
2016
Q1 | $1.02M | Sell |
37,609
-177,071
| -82% | -$4.8M | 0.16% | 57 |
|
|
2015
Q4 | $5.92M | Buy |
214,680
+158,759
| +284% | +$4.38M | 0.99% | 37 |
|
|
2015
Q3 | $1.53M | Buy |
+55,921
| New | +$1.53M | 0.29% | 46 |
|
|
2015
Q1 | – | Sell |
-43,416
| Closed | -$1.26M | – | 144 |
|
|
2014
Q4 | $1.26M | Buy |
+43,416
| New | +$1.26M | 0.21% | 58 |
|
|
2014
Q1 | – | Sell |
-6,715
| Closed | -$212K | – | 129 |
|
|
2013
Q4 | $212K | Buy |
+6,715
| New | +$212K | 0.06% | 117 |
|