SFWA
Summit Financial Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-401,575
| Closed | -$12.9M | – | 136 |
|
|
2022
Q2 | $12.9M | Sell |
401,575
-66,835
| -14% | -$2.15M | 3.08% | 7 |
|
|
2022
Q1 | $17.2M | Buy |
468,410
+376,776
| +411% | +$13.8M | 3.48% | 6 |
|
|
2021
Q4 | $3.6M | Buy |
91,634
+15,992
| +21% | +$629K | 0.7% | 33 |
|
|
2021
Q3 | $2.93M | Buy |
75,642
+4,982
| +7% | +$193K | 0.66% | 34 |
|
|
2021
Q2 | $2.79M | Buy |
70,660
+8,816
| +14% | +$348K | 0.63% | 33 |
|
|
2021
Q1 | $2.23M | Sell |
61,844
-2,371
| -4% | -$85.4K | 0.57% | 33 |
|
|
2020
Q4 | $2.02M | Sell |
64,215
-537
| -0.8% | -$16.9K | 0.55% | 34 |
|
|
2020
Q3 | $1.99M | Buy |
64,752
+930
| +1% | +$28.6K | 0.53% | 33 |
|
|
2020
Q2 | $1.94M | Buy |
63,822
+2,700
| +4% | +$82.2K | 0.52% | 34 |
|
|
2020
Q1 | $1.59M | Buy |
61,122
+21,264
| +53% | +$552K | 0.5% | 37 |
|
|
2019
Q4 | $1.32M | Buy |
39,858
+5,171
| +15% | +$171K | 0.32% | 51 |
|
|
2019
Q3 | $1.11M | Sell |
34,687
-4,237
| -11% | -$136K | 0.27% | 60 |
|
|
2019
Q2 | $1.25M | Buy |
38,924
+6,756
| +21% | +$217K | 0.31% | 64 |
|
|
2019
Q1 | $1.03M | Buy |
32,168
+1,045
| +3% | +$33.4K | 0.27% | 63 |
|
|
2018
Q4 | $882K | Buy |
31,123
+5,316
| +21% | +$151K | 0.29% | 59 |
|
|
2018
Q3 | $810K | Buy |
25,807
+5,017
| +24% | +$157K | 0.24% | 70 |
|
|
2018
Q2 | $701K | Sell |
20,790
-65
| -0.3% | -$2.19K | 0.23% | 73 |
|
|
2018
Q1 | $703K | Buy |
20,855
+14,235
| +215% | +$480K | 0.23% | 74 |
|
|
2017
Q4 | $226K | Buy |
+6,620
| New | +$226K | 0.08% | 128 |
|