FMWA
Forvis Mazars 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 | $46.7M | Sell |
2,113,428
-137,812
| -6% | -$3.05M | 1.01% | 17 |
|
|
2025
Q1 | $44.5M | Sell |
2,251,240
-387,000
| -15% | -$7.65M | 1.07% | 15 |
|
|
2024
Q4 | $48.8M | Buy |
2,638,240
+1,260,750
| +92% | +$23.3M | 1.12% | 16 |
|
|
2024
Q3 | $56.6M | Sell |
1,377,490
-24,709
| -2% | -$1.02M | 1.3% | 15 |
|
|
2024
Q2 | $53.9M | Buy |
1,402,199
+52,250
| +4% | +$2.01M | 1.34% | 14 |
|
|
2024
Q1 | $52.7M | Buy |
1,349,949
+90,203
| +7% | +$3.52M | 1.34% | 15 |
|
|
2023
Q4 | $46.6M | Buy |
1,259,746
+7,274
| +0.6% | +$269K | 1.3% | 17 |
|
|
2023
Q3 | $42.5M | Buy |
1,252,472
+98,691
| +9% | +$3.35M | 1.28% | 17 |
|
|
2023
Q2 | $41.1M | Buy |
1,153,781
+104,871
| +10% | +$3.74M | 1.21% | 16 |
|
|
2023
Q1 | $36.5M | Buy |
1,048,910
+113,816
| +12% | +$3.96M | 1.2% | 17 |
|
|
2022
Q4 | $30.1M | Buy |
935,094
+279,033
| +43% | +$8.99M | 1.05% | 15 |
|
|
2022
Q3 | $18.5M | Buy |
656,061
+362,947
| +124% | +$10.2M | 0.74% | 24 |
|
|
2022
Q2 | $9.22M | Buy |
293,114
+273,698
| +1,410% | +$8.61M | 0.37% | 43 |
|
|
2022
Q1 | $713K | Buy |
19,416
+5,106
| +36% | +$188K | 0.03% | 165 |
|
|
2021
Q4 | $556K | Buy |
14,310
+2,772
| +24% | +$108K | 0.02% | 175 |
|
|
2021
Q3 | $447K | Sell |
11,538
-352
| -3% | -$13.6K | 0.02% | 186 |
|
|
2021
Q2 | $469K | Buy |
11,890
+2,485
| +26% | +$98K | 0.02% | 176 |
|
|
2021
Q1 | $354K | Buy |
9,405
+36
| +0.4% | +$1.36K | 0.02% | 208 |
|
|
2020
Q4 | $337K | Buy |
9,369
+3
| +0% | +$108 | 0.02% | 275 |
|
|
2020
Q3 | $294K | Sell |
9,366
-838
| -8% | -$26.3K | 0.02% | 258 |
|
|
2020
Q2 | $304K | Sell |
10,204
-3,253
| -24% | -$96.9K | 0.02% | 252 |
|
|
2020
Q1 | $348K | Sell |
13,457
-6,012
| -31% | -$155K | 0.03% | 209 |
|
|
2019
Q4 | $655K | Buy |
19,469
+644
| +3% | +$21.7K | 0.05% | 157 |
|
|
2019
Q3 | $600K | Sell |
18,825
-623
| -3% | -$19.9K | 0.05% | 145 |
|
|
2019
Q2 | $624K | Buy |
19,448
+365
| +2% | +$11.7K | 0.05% | 141 |
|
|
2019
Q1 | $597K | Sell |
19,083
-958
| -5% | -$30K | 0.05% | 146 |
|
|
2018
Q4 | $568K | Sell |
20,041
-71
| -0.4% | -$2.01K | 0.06% | 125 |
|
|
2018
Q3 | $674K | Buy |
20,112
+2,842
| +16% | +$95.2K | 0.06% | 126 |
|
|
2018
Q2 | $571K | Sell |
17,270
-1,866
| -10% | -$61.7K | 0.06% | 132 |
|
|
2018
Q1 | $645K | Sell |
19,136
-1,171
| -6% | -$39.5K | 0.06% | 121 |
|
|
2017
Q4 | $692K | Sell |
20,307
-1,255
| -6% | -$42.8K | 0.07% | 117 |
|
|
2017
Q3 | $722K | Sell |
21,562
-125
| -0.6% | -$4.19K | 0.08% | 107 |
|
|
2017
Q2 | $689K | Sell |
21,687
-1,690
| -7% | -$53.7K | 0.08% | 111 |
|
|
2017
Q1 | $698K | Buy |
23,377
+2,603
| +13% | +$77.7K | 0.09% | 100 |
|
|
2016
Q4 | $575K | Sell |
20,774
-1,699
| -8% | -$47K | 0.08% | 108 |
|
|
2016
Q3 | $647K | Sell |
22,473
-8,747
| -28% | -$252K | 0.09% | 100 |
|
|
2016
Q2 | $846K | Sell |
31,220
-14,581
| -32% | -$395K | 0.13% | 82 |
|
|
2016
Q1 | $1.24M | Sell |
45,801
-6,965
| -13% | -$189K | 0.2% | 64 |
|
|
2015
Q4 | $1.45M | Buy |
52,766
+26,236
| +99% | +$723K | 0.22% | 55 |
|
|
2015
Q3 | $726K | Buy |
26,530
+15,270
| +136% | +$418K | 0.13% | 81 |
|
|
2015
Q2 | $343K | Buy |
11,260
+1,130
| +11% | +$34.4K | 0.05% | 131 |
|
|
2015
Q1 | $306K | Buy |
+10,130
| New | +$306K | 0.04% | 147 |
|