United Capital Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

United Capital Financial Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$54.3M	Sell	2,457,149 -177,101	-7%	-$3.91M	0.44%	46
2025 Q1	$52.1M	Buy	2,634,250 +3,649	+0.1%	+$72.2K	0.45%	45
2024 Q4	$48.7M	Sell	2,630,601 -66,607	-2%	-$1.23M	0.41%	56
2024 Q3	$55.5M	Sell	2,697,208 -55,886	-2%	-$1.15M	0.46%	50
2024 Q2	$52.9M	Sell	2,753,094 -94,702	-3%	-$1.82M	0.45%	48
2024 Q1	$55.6M	Sell	2,847,796 -254,774	-8%	-$4.97M	0.46%	47
2023 Q4	$57.3M	Sell	3,102,570 -1,441,150	-32%	-$26.6M	0.48%	42
2023 Q3	$77.2M	Sell	4,543,720 -78,460	-2%	-$1.33M	0.51%	40
2023 Q2	$82.4M	Sell	4,622,180 -238,374	-5%	-$4.25M	0.45%	42
2023 Q1	$84.6M	Sell	4,860,554 -51,424	-1%	-$895K	0.47%	40
2022 Q4	$79.1M	Sell	4,911,978 -232,516	-5%	-$3.74M	0.44%	43
2022 Q3	$72.4M	Sell	5,144,494 -133,902	-3%	-$1.88M	0.43%	43
2022 Q2	$83M	Sell	5,278,396 -112,532	-2%	-$1.77M	0.46%	39
2022 Q1	$99M	Sell	5,390,928 -42,386	-0.8%	-$778K	0.48%	35
2021 Q4	$106M	Buy	5,433,314 +36,740	+0.7%	+$714K	0.49%	37
2021 Q3	$104M	Buy	5,396,574 +10,710	+0.2%	+$207K	0.52%	35
2021 Q2	$106M	Buy	5,385,864 +121,412	+2%	+$2.39M	0.54%	33
2021 Q1	$99M	Sell	5,264,452 -31,786	-0.6%	-$598K	0.55%	34
2020 Q4	$95.4M	Sell	5,296,238 -24,654	-0.5%	-$444K	0.57%	29
2020 Q3	$83.5M	Sell	5,320,892 -304,810	-5%	-$4.79M	0.55%	30
2020 Q2	$83.7M	Sell	5,625,702 -17,800	-0.3%	-$265K	0.61%	24
2020 Q1	$72.9M	Buy	5,643,502 +521,344	+10%	+$6.74M	0.6%	25
2019 Q4	$86.1M	Buy	5,122,158 +1,301,110	+34%	+$21.9M	0.56%	28
2019 Q3	$60.9M	Buy	3,821,048 +104,068	+3%	+$1.66M	0.43%	44
2019 Q2	$59.6M	Buy	3,716,980 +1,430,076	+63%	+$22.9M	0.39%	51
2019 Q1	$35.8M	Buy	2,286,904 +287,650	+14%	+$4.5M	0.25%	94
2018 Q4	$28.3M	Sell	1,999,254 -25,668	-1%	-$364K	0.23%	98
2018 Q3	$33.9M	Buy	2,024,922 +23,644	+1%	+$396K	0.24%	96
2018 Q2	$33.1M	Buy	2,001,278 +140,394	+8%	+$2.32M	0.25%	91
2018 Q1	$31.4M	Buy	1,860,884 +1,257,704	+209%	+$21.2M	0.24%	97
2017 Q4	$10.3M	Buy	603,180 +8,680	+1%	+$148K	0.08%	293
2017 Q3	$9.95M	Buy	594,500 +291,508	+96%	+$4.88M	0.08%	283
2017 Q2	$4.82M	Sell	302,992 -6,092	-2%	-$96.8K	0.04%	383
2017 Q1	$4.62M	Sell	309,084 -70,178	-19%	-$1.05M	0.04%	378
2016 Q4	$5.25M	Sell	379,262 -70,020	-16%	-$969K	0.05%	362
2016 Q3	$6.47M	Sell	449,282 -167,350	-27%	-$2.41M	0.06%	341
2016 Q2	$8.33M	Sell	616,632 -170,100	-22%	-$2.3M	0.08%	278
2016 Q1	$10.7M	Sell	786,732 -230,716	-23%	-$3.14M	0.12%	185
2015 Q4	$14M	Sell	1,017,448 -130,992	-11%	-$1.81M	0.16%	136
2015 Q3	$15.7M	Sell	1,148,440 -203,462	-15%	-$2.78M	0.19%	101
2015 Q2	$20.6M	Sell	1,351,902 -19,816	-1%	-$302K	0.24%	97
2015 Q1	$21.6M	Buy	1,371,718 +410,324	+43%	+$6.45M	0.26%	93
2014 Q4	$13.9M	Buy	961,394 +472,612	+97%	+$6.83M	0.21%	120
2014 Q3	$7.58M	Buy	488,782 +6,060	+1%	+$94K	0.13%	187
2014 Q2	$7.96M	Buy	482,722 +4,078	+0.9%	+$67.2K	0.15%	181
2014 Q1	$7.54M	Buy	478,644 +448,514	+1,489%	+$7.06M	0.16%	147
2013 Q4	$475K	Sell	30,130 -285,472	-90%	-$4.5M	0.02%	446
2013 Q3	$4.8M	Buy	315,602 +52,586	+20%	+$799K	0.15%	151
2013 Q2	$3.58M	Buy	+263,016	New	+$3.58M	0.1%	233