JWA
JFS 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 | $7.68M | Sell |
347,623
-12,310
| -3% | -$272K | 0.49% | 39 |
|
|
2025
Q1 | $7.12M | Sell |
359,933
-6,480
| -2% | -$128K | 0.48% | 38 |
|
|
2024
Q4 | $6.78M | Buy |
366,413
+175,461
| +92% | +$3.25M | 0.46% | 40 |
|
|
2024
Q3 | $7.85M | Sell |
190,952
-4,353
| -2% | -$179K | 0.53% | 36 |
|
|
2024
Q2 | $7.5M | Sell |
195,305
-11,201
| -5% | -$430K | 0.59% | 34 |
|
|
2024
Q1 | $8.06M | Sell |
206,506
-5,801
| -3% | -$226K | 0.64% | 34 |
|
|
2023
Q4 | $7.85M | Sell |
212,307
-7,280
| -3% | -$269K | 0.67% | 33 |
|
|
2023
Q3 | $7.46M | Sell |
219,587
-3,885
| -2% | -$132K | 0.7% | 31 |
|
|
2023
Q2 | $7.97M | Sell |
223,472
-5,720
| -2% | -$204K | 0.72% | 32 |
|
|
2023
Q1 | $7.98M | Sell |
229,192
-3,714
| -2% | -$129K | 0.75% | 29 |
|
|
2022
Q4 | $7.5M | Sell |
232,906
-13,523
| -5% | -$436K | 0.73% | 31 |
|
|
2022
Q3 | $6.93M | Sell |
246,429
-6,668
| -3% | -$188K | 0.76% | 27 |
|
|
2022
Q2 | $7.96M | Buy |
253,097
+13,887
| +6% | +$437K | 0.84% | 24 |
|
|
2022
Q1 | $8.78M | Sell |
239,210
-2,835
| -1% | -$104K | 0.83% | 22 |
|
|
2021
Q4 | $9.41M | Buy |
242,045
+3,579
| +2% | +$139K | 0.89% | 22 |
|
|
2021
Q3 | $9.23M | Sell |
238,466
-52,808
| -18% | -$2.04M | 0.95% | 22 |
|
|
2021
Q2 | $11.5M | Sell |
291,274
-22,528
| -7% | -$889K | 1.72% | 11 |
|
|
2021
Q1 | $11.8M | Sell |
313,802
-5,073
| -2% | -$191K | 2.41% | 9 |
|
|
2020
Q4 | $11.5M | Buy |
318,875
+36,160
| +13% | +$1.3M | 2.41% | 9 |
|
|
2020
Q3 | $8.88M | Buy |
282,715
+29,687
| +12% | +$932K | 2.11% | 11 |
|
|
2020
Q2 | $7.53M | Sell |
253,028
-60
| -0% | -$1.79K | 1.95% | 12 |
|
|
2020
Q1 | $6.54M | Buy |
253,088
+75,287
| +42% | +$1.95M | 1.96% | 12 |
|
|
2019
Q4 | $5.98M | Buy |
177,801
+15,837
| +10% | +$533K | 1.47% | 16 |
|
|
2019
Q3 | $5.16M | Buy |
161,964
+8,905
| +6% | +$284K | 1.32% | 19 |
|
|
2019
Q2 | $4.91M | Sell |
153,059
-2,123
| -1% | -$68.1K | 1.24% | 20 |
|
|
2019
Q1 | $4.86M | Sell |
155,182
-43,484
| -22% | -$1.36M | 1.27% | 20 |
|
|
2018
Q4 | $5.63M | Buy |
198,666
+61,372
| +45% | +$1.74M | 1.51% | 17 |
|
|
2018
Q3 | $4.6M | Buy |
137,294
+2,414
| +2% | +$80.9K | 1.19% | 21 |
|
|
2018
Q2 | $4.46M | Buy |
134,880
+7,248
| +6% | +$240K | 1.17% | 22 |
|
|
2018
Q1 | $4.3M | Buy |
127,632
+5,226
| +4% | +$176K | 1.14% | 23 |
|
|
2017
Q4 | $4.17M | Buy |
122,406
+4,797
| +4% | +$163K | 1.02% | 26 |
|
|
2017
Q3 | $3.94M | Buy |
117,609
+5,238
| +5% | +$175K | 1.02% | 25 |
|
|
2017
Q2 | $3.57M | Sell |
112,371
-69,079
| -38% | -$2.2M | 0.98% | 26 |
|
|
2017
Q1 | $5.02M | Hold |
181,450
| – | – | 1.36% | 17 |
|
|
2016
Q4 | $5.02M | Buy |
181,450
+12,867
| +8% | +$356K | 1.36% | 17 |
|
|
2016
Q3 | $4.85M | Sell |
168,583
-11,422
| -6% | -$329K | 1.39% | 16 |
|
|
2016
Q2 | $4.88M | Sell |
180,005
-80,920
| -31% | -$2.19M | 1.35% | 16 |
|
|
2016
Q1 | $7.07M | Sell |
260,925
-87,910
| -25% | -$2.38M | 2.08% | 11 |
|
|
2015
Q4 | $9.61M | Buy |
+348,835
| New | +$9.61M | 2.77% | 10 |
|