PWA
Primoris 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 | $936K | Buy |
42,343
+1,157
| +3% | +$25.6K | 0.64% | 43 |
|
|
2025
Q1 | $815K | Buy |
41,186
+634
| +2% | +$12.5K | 0.63% | 40 |
|
|
2024
Q4 | $750K | Buy |
40,552
+20,276
| +100% | +$375K | 0.57% | 42 |
|
|
2024
Q3 | $834K | Buy |
20,276
+83
| +0.4% | +$3.41K | 0.61% | 47 |
|
|
2024
Q2 | $776K | Hold |
20,193
| – | – | 0.62% | 46 |
|
|
2024
Q1 | $788K | Sell |
20,193
-250
| -1% | -$9.76K | 0.63% | 43 |
|
|
2023
Q4 | $756K | Buy |
+20,443
| New | +$756K | 0.71% | 40 |
|