FWA
FSM 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 | $17.2M | Buy |
783,939
+71,169
| +10% | +$1.56M | 2.79% | 10 |
|
|
2025
Q1 | $14.1M | Buy |
712,770
+123,699
| +21% | +$2.45M | 3.17% | 10 |
|
|
2024
Q4 | $11M | Buy |
589,071
+356,107
| +153% | +$6.66M | 2.7% | 11 |
|
|
2024
Q3 | $9.58M | Buy |
232,964
+19,457
| +9% | +$800K | 2.54% | 11 |
|
|
2024
Q2 | $8.2M | Buy |
213,507
+26,648
| +14% | +$1.02M | 2.75% | 11 |
|
|
2024
Q1 | $7.29M | Buy |
186,859
+35,518
| +23% | +$1.39M | 2.59% | 11 |
|
|
2023
Q4 | $5.59M | Buy |
151,341
+12,956
| +9% | +$479K | 2.38% | 14 |
|
|
2023
Q3 | $4.7M | Buy |
138,385
+19,246
| +16% | +$654K | 2.36% | 13 |
|
|
2023
Q2 | $4.21M | Buy |
119,139
+26,244
| +28% | +$928K | 2.11% | 12 |
|
|
2023
Q1 | $3.23M | Buy |
92,895
+17,654
| +23% | +$614K | 1.88% | 14 |
|
|
2022
Q4 | $2.42M | Buy |
75,241
+18,582
| +33% | +$599K | 1.72% | 16 |
|
|
2022
Q3 | $1.59M | Buy |
56,659
+9,366
| +20% | +$263K | 1.32% | 20 |
|
|
2022
Q2 | $1.55M | Buy |
+47,293
| New | +$1.55M | 1.54% | 18 |
|