SDWMA
Schneider Downs Wealth Management 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 | $2.74M | Hold |
123,807
| – | – | 0.41% | 35 |
|
|
2025
Q1 | $2.45M | Sell |
123,807
-892
| -0.7% | -$17.6K | 0.44% | 30 |
|
|
2024
Q4 | $2.31M | Buy |
124,699
+61,865
| +98% | +$1.14M | 0.43% | 33 |
|
|
2024
Q3 | $2.58M | Sell |
62,834
-1,013
| -2% | -$41.7K | 0.53% | 28 |
|
|
2024
Q2 | $2.45M | Sell |
63,847
-1,046
| -2% | -$40.2K | 0.55% | 29 |
|
|
2024
Q1 | $2.53M | Sell |
64,893
-2,285
| -3% | -$89.2K | 0.58% | 28 |
|
|
2023
Q4 | $2.48M | Buy |
67,178
+1,098
| +2% | +$40.6K | 0.65% | 29 |
|
|
2023
Q3 | $2.24M | Sell |
66,080
-1,577
| -2% | -$53.6K | 0.52% | 28 |
|
|
2023
Q2 | $2.41M | Sell |
67,657
-1,374
| -2% | -$49K | 0.55% | 29 |
|
|
2023
Q1 | $2.4M | Sell |
69,031
-664
| -1% | -$23.1K | 0.49% | 29 |
|
|
2022
Q4 | $2.24M | Buy |
69,695
+360
| +0.5% | +$11.6K | 0.49% | 30 |
|
|
2022
Q3 | $1.95M | Sell |
69,335
-744
| -1% | -$20.9K | 0.57% | 24 |
|
|
2022
Q2 | $2.2M | Buy |
70,079
+854
| +1% | +$26.9K | 0.62% | 23 |
|
|
2022
Q1 | $2.54M | Sell |
69,225
-1,259
| -2% | -$46.2K | 0.65% | 24 |
|
|
2021
Q4 | $2.74M | Buy |
70,484
+152
| +0.2% | +$5.91K | 0.65% | 23 |
|
|
2021
Q3 | $2.72M | Sell |
70,332
-484
| -0.7% | -$18.7K | 0.7% | 22 |
|
|
2021
Q2 | $2.79M | Sell |
70,816
-1,199
| -2% | -$47.3K | 0.72% | 22 |
|
|
2021
Q1 | $2.71M | Sell |
72,015
-570
| -0.8% | -$21.4K | 0.66% | 20 |
|
|
2020
Q4 | $2.61M | Sell |
72,585
-870
| -1% | -$31.3K | 0.73% | 19 |
|
|
2020
Q3 | $2.31M | Sell |
73,455
-24,511
| -25% | -$769K | 0.77% | 19 |
|
|
2020
Q2 | $2.91M | Sell |
97,966
-281,625
| -74% | -$8.38M | 1% | 16 |
|
|
2020
Q1 | $9.81M | Buy |
379,591
+82,693
| +28% | +$2.14M | 3.6% | 4 |
|
|
2019
Q4 | $9.99M | Buy |
296,898
+32,743
| +12% | +$1.1M | 2.98% | 3 |
|
|
2019
Q3 | $8.42M | Buy |
264,155
+13,765
| +5% | +$439K | 2.62% | 4 |
|
|
2019
Q2 | $8.04M | Sell |
250,390
-5,521
| -2% | -$177K | 2.8% | 5 |
|
|
2019
Q1 | $8.01M | Sell |
255,911
-33,539
| -12% | -$1.05M | 3.02% | 5 |
|
|
2018
Q4 | $8.21M | Buy |
289,450
+141,703
| +96% | +$4.02M | 3.55% | 5 |
|
|
2018
Q3 | $4.95M | Sell |
147,747
-523
| -0.4% | -$17.5K | 3.14% | 6 |
|
|
2018
Q2 | $4.9M | Sell |
148,270
-4,301
| -3% | -$142K | 3.25% | 6 |
|
|
2018
Q1 | $5.14M | Sell |
152,571
-3,329
| -2% | -$112K | 2.9% | 5 |
|
|
2017
Q4 | $5.31M | Sell |
155,900
-8,203
| -5% | -$280K | 3.07% | 5 |
|
|
2017
Q3 | $5.49M | Buy |
164,103
+2,245
| +1% | +$75.1K | 3.54% | 5 |
|
|
2017
Q2 | $5.14M | Buy |
161,858
+4,884
| +3% | +$155K | 3.38% | 5 |
|
|
2017
Q1 | $4.69M | Buy |
156,974
+17,555
| +13% | +$524K | 3.21% | 6 |
|
|
2016
Q4 | $3.86M | Sell |
139,419
-56,385
| -29% | -$1.56M | 2.62% | 6 |
|
|
2016
Q3 | $5.64M | Sell |
195,804
-3,883
| -2% | -$112K | 3.65% | 5 |
|
|
2016
Q2 | $5.41M | Buy |
199,687
+120,609
| +153% | +$3.27M | 3.65% | 4 |
|
|
2016
Q1 | $2.14M | Buy |
79,078
+8,417
| +12% | +$228K | 1.49% | 7 |
|
|
2015
Q4 | $1.95M | Buy |
+70,661
| New | +$1.95M | 2.26% | 10 |
|