NEPWA
New England Private 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 | $467K | Buy |
21,211
+815
| +4% | +$17.9K | 0.07% | 111 |
|
|
2025
Q1 | $403K | Buy |
20,396
+1,000
| +5% | +$19.8K | 0.06% | 106 |
|
|
2024
Q4 | $359K | Buy |
19,396
+10,291
| +113% | +$190K | 0.06% | 111 |
|
|
2024
Q3 | $374K | Buy |
9,105
+3,077
| +51% | +$127K | 0.06% | 109 |
|
|
2024
Q2 | $232K | Sell |
6,028
-21,018
| -78% | -$808K | 0.04% | 127 |
|
|
2024
Q1 | $2.18M | Buy |
27,046
+21,019
| +349% | +$1.7M | 0.38% | 49 |
|
|
2023
Q4 | $223K | Buy |
+6,027
| New | +$223K | 0.04% | 124 |
|
|
2020
Q2 | – | Sell |
-21,560
| Closed | -$557K | – | 83 |
|
|
2020
Q1 | $557K | Hold |
21,560
| – | – | 0.19% | 53 |
|
|
2019
Q4 | $726K | Buy |
21,560
+780
| +4% | +$26.3K | 0.19% | 53 |
|
|
2019
Q3 | $661K | Buy |
20,780
+163
| +0.8% | +$5.19K | 0.16% | 81 |
|
|
2019
Q2 | $661K | Hold |
20,617
| – | – | 0.16% | 82 |
|
|
2019
Q1 | $645K | Hold |
20,617
| – | – | 0.17% | 80 |
|
|
2018
Q4 | $585K | Buy |
20,617
+606
| +3% | +$17.2K | 0.17% | 78 |
|
|
2018
Q3 | $671K | Hold |
20,011
| – | – | 0.18% | 73 |
|
|
2018
Q2 | $661K | Hold |
20,011
| – | – | 0.19% | 73 |
|
|
2018
Q1 | $674K | Hold |
20,011
| – | – | 0.19% | 72 |
|
|
2017
Q4 | $682K | Buy |
20,011
+461
| +2% | +$15.7K | 0.19% | 75 |
|
|
2017
Q3 | $654K | Hold |
19,550
| – | – | 0.19% | 68 |
|
|
2017
Q2 | $621K | Hold |
19,550
| – | – | 0.19% | 72 |
|
|
2017
Q1 | $584K | Hold |
19,550
| – | – | 0.19% | 68 |
|
|
2016
Q4 | $541K | Buy |
19,550
+559
| +3% | +$15.5K | 0.19% | 68 |
|
|
2016
Q3 | $547K | Hold |
18,991
| – | – | 0.2% | 68 |
|
|
2016
Q2 | $515K | Hold |
18,991
| – | – | 0.2% | 69 |
|
|
2016
Q1 | $515K | Hold |
18,991
| – | – | 0.21% | 65 |
|
|
2015
Q4 | $523K | Buy |
+18,991
| New | +$523K | 0.21% | 65 |
|