GWA
Geometric 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 | $1.07M | Sell |
48,408
-3,562
| -7% | -$78.7K | 0.16% | 23 |
|
2025
Q1 | $1.03M | Buy |
51,970
+2,258
| +5% | +$44.7K | 0.18% | 19 |
|
2024
Q4 | $920K | Buy |
49,712
+27,243
| +121% | +$504K | 0.17% | 24 |
|
2024
Q3 | $924K | Buy |
22,469
+39
| +0.2% | +$1.6K | 0.17% | 23 |
|
2024
Q2 | $862K | Hold |
22,430
| – | – | 0.18% | 22 |
|
2024
Q1 | $875K | Buy |
22,430
+861
| +4% | +$33.6K | 0.21% | 16 |
|
2023
Q4 | $797K | Buy |
21,569
+1,024
| +5% | +$37.8K | 0.21% | 14 |
|
2023
Q3 | $698K | Buy |
20,545
+859
| +4% | +$29.2K | 0.22% | 13 |
|
2023
Q2 | $716K | Buy |
19,686
+687
| +4% | +$25K | 0.22% | 13 |
|
2023
Q1 | $680K | Buy |
18,999
+740
| +4% | +$26.5K | 0.24% | 12 |
|
2022
Q4 | $588K | Buy |
18,259
+580
| +3% | +$18.7K | 0.24% | 9 |
|
2022
Q3 | $497K | Buy |
17,679
+283
| +2% | +$7.96K | 0.24% | 10 |
|
2022
Q2 | $547K | Sell |
17,396
-6,280
| -27% | -$197K | 0.27% | 13 |
|
2022
Q1 | $869K | Buy |
+23,676
| New | +$869K | 2.6% | 10 |
|