SWA
Sutton Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $427K | Sell |
12,577
-2,678
| -18% | -$90.9K | 0.21% | 72 |
|
|
2023
Q2 | $544K | Sell |
15,255
-2,144
| -12% | -$76.4K | 0.26% | 64 |
|
|
2023
Q1 | $605K | Sell |
17,399
-1,246
| -7% | -$43.4K | 0.32% | 54 |
|
|
2022
Q4 | $601K | Sell |
18,645
-2,288
| -11% | -$73.7K | 0.23% | 69 |
|
|
2022
Q3 | $589K | Sell |
20,933
-271
| -1% | -$7.62K | 0.24% | 67 |
|
|
2022
Q2 | $667K | Sell |
21,204
-400
| -2% | -$12.6K | 0.26% | 65 |
|
|
2022
Q1 | $793K | Sell |
21,604
-650
| -3% | -$23.9K | 0.27% | 63 |
|
|
2021
Q4 | $865K | Sell |
22,254
-407
| -2% | -$15.8K | 0.29% | 60 |
|
|
2021
Q3 | $877K | Sell |
22,661
-311
| -1% | -$12K | 0.32% | 54 |
|
|
2021
Q2 | $906K | Sell |
22,972
-423
| -2% | -$16.7K | 0.33% | 52 |
|
|
2021
Q1 | $880K | Sell |
23,395
-271
| -1% | -$10.2K | 0.35% | 53 |
|
|
2020
Q4 | $852K | Sell |
23,666
-129
| -0.5% | -$4.65K | 0.36% | 46 |
|
|
2020
Q3 | $747K | Sell |
23,795
-474
| -2% | -$14.9K | 0.36% | 48 |
|
|
2020
Q2 | $722K | Sell |
24,269
-390
| -2% | -$11.6K | 0.38% | 46 |
|
|
2020
Q1 | $637K | Sell |
24,659
-939
| -4% | -$24.3K | 0.4% | 49 |
|
|
2019
Q4 | $861K | Sell |
25,598
-87
| -0.3% | -$2.93K | 0.44% | 45 |
|
|
2019
Q3 | $818K | Sell |
25,685
-378
| -1% | -$12K | 0.46% | 46 |
|
|
2019
Q2 | $836K | Sell |
26,063
-852
| -3% | -$27.3K | 0.48% | 40 |
|
|
2019
Q1 | $843K | Buy |
26,915
+880
| +3% | +$27.6K | 0.49% | 39 |
|
|
2018
Q4 | $738K | Sell |
26,035
-2,174
| -8% | -$61.6K | 0.48% | 39 |
|
|
2018
Q3 | $946K | Buy |
28,209
+2,261
| +9% | +$75.8K | 0.62% | 23 |
|
|
2018
Q2 | $858K | Buy |
25,948
+836
| +3% | +$27.6K | 0.6% | 25 |
|
|
2018
Q1 | $847K | Buy |
25,112
+2,306
| +10% | +$77.7K | 0.61% | 24 |
|
|
2017
Q4 | $777K | Sell |
22,806
-162
| -0.7% | -$5.52K | 0.57% | 26 |
|
|
2017
Q3 | $769K | Buy |
22,968
+1,172
| +5% | +$39.2K | 0.59% | 25 |
|
|
2017
Q2 | $693K | Buy |
21,796
+406
| +2% | +$12.9K | 0.55% | 30 |
|
|
2017
Q1 | $639K | Buy |
21,390
+127
| +0.6% | +$3.79K | 0.54% | 33 |
|
|
2016
Q4 | $589K | Buy |
21,263
+1,571
| +8% | +$43.5K | 0.53% | 34 |
|
|
2016
Q3 | $567K | Sell |
19,692
-153
| -0.8% | -$4.41K | 0.52% | 35 |
|
|
2016
Q2 | $538K | Sell |
19,845
-275
| -1% | -$7.46K | 0.51% | 34 |
|
|
2016
Q1 | $545K | Buy |
+20,120
| New | +$545K | 0.52% | 31 |
|