OWA
ORBA 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 | $404K | Sell |
18,288
-2,206
| -11% | -$48.8K | 0.37% | 51 |
|
|
2025
Q1 | $405K | Hold |
20,494
| – | – | 0.2% | 73 |
|
|
2024
Q4 | $379K | Buy |
20,494
+9,611
| +88% | +$178K | 0.2% | 72 |
|
|
2024
Q3 | $448K | Buy |
10,883
+50
| +0.5% | +$2.06K | 0.23% | 71 |
|
|
2024
Q2 | $416K | Buy |
10,833
+100
| +0.9% | +$3.84K | 0.22% | 71 |
|
|
2024
Q1 | $419K | Buy |
10,733
+178
| +2% | +$6.95K | 0.23% | 69 |
|
|
2023
Q4 | $390K | Buy |
+10,555
| New | +$390K | 0.23% | 64 |
|