RWA
Roberts 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 | $8.75M | Buy |
395,881
+33,675
| +9% | +$744K | 2.52% | 10 |
|
|
2025
Q1 | $7.16M | Buy |
362,206
+18,845
| +5% | +$373K | 2.21% | 11 |
|
|
2024
Q4 | $6.4M | Buy |
343,361
+181,511
| +112% | +$3.39M | 1.95% | 12 |
|
|
2024
Q3 | $6.53M | Buy |
161,850
+9,261
| +6% | +$374K | 2.11% | 12 |
|
|
2024
Q2 | $5.94M | Buy |
152,589
+11,992
| +9% | +$467K | 2.03% | 13 |
|
|
2024
Q1 | $5.29M | Buy |
140,597
+7,802
| +6% | +$294K | 1.98% | 13 |
|
|
2023
Q4 | $14.6M | Buy |
132,795
+13,581
| +11% | +$1.49M | 2.27% | 11 |
|
|
2023
Q3 | $4.05M | Buy |
119,214
+5,084
| +4% | +$173K | 1.78% | 16 |
|
|
2023
Q2 | $4.07M | Buy |
114,130
+6,140
| +6% | +$219K | 1.79% | 16 |
|
|
2023
Q1 | $3.79M | Buy |
107,990
+3,301
| +3% | +$116K | 1.74% | 18 |
|
|
2022
Q4 | $3.39M | Buy |
104,689
+15,378
| +17% | +$499K | 1.64% | 18 |
|
|
2022
Q3 | $2.59M | Buy |
89,311
+50,529
| +130% | +$1.47M | 1.27% | 30 |
|
|
2022
Q2 | $1.22M | Hold |
38,782
| – | – | 0.53% | 54 |
|
|
2022
Q1 | $1.44M | Hold |
38,782
| – | – | 0.56% | 52 |
|
|
2021
Q4 | $1.52M | Buy |
38,782
+646
| +2% | +$25.3K | 0.55% | 54 |
|
|
2021
Q3 | $1.48M | Buy |
+38,136
| New | +$1.48M | 0.58% | 51 |
|