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Burt Wealth Advisors Historic Quarter Change: USA ETF, Added

Burt Wealth Advisors historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 14 quarters from 2014-12-31 to 2025-09-30, Burt Wealth Advisors opened 98 positions, added to 285, reduced 239 and sold out of 80.

  • Q3 2025: Stock ICSH; Country of operation —; Class ULTRA SHORT DUR; Shares before 18,358.
  • Q3 2025: Stock SCHX; Country of operation —; Class US LRG CAP ETF; Shares before 1,476,695.
  • Q3 2025: Stock SCHA; Country of operation —; Class US SML CAP ETF; Shares before 601,692.
  • Q3 2025: Stock BIV; Country of operation —; Class INTERMED TERM; Shares before 444,925.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1612041), 14 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-26); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-22); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-21); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-08-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025ICSH
ISHARES TR
ULTRA SHORT DUR18,358100,246+81,888$930,934$5,087,485+$4,156,5512025-11-05
Q3 2025SCHX
SCHWAB STRATEGIC TR
US LRG CAP ETF1,476,6951,478,970+2,275$36,090,431$38,956,082+$2,865,6512025-11-05
Q3 2025SCHA
SCHWAB STRATEGIC TR
US SML CAP ETF601,692604,103+2,411$15,222,795$16,854,469+$1,631,6742025-11-05
Q3 2025BIV
VANGUARD BD INDEX FDS
INTERMED TERM444,925458,065+13,140$34,410,503$35,770,262+$1,359,7592025-11-05
Q3 2025SPIB
SPDR SERIES TRUST
PORTFOLIO INTRMD834,673856,611+21,938$28,028,306$29,030,537+$1,002,2312025-11-05
Q3 2025STIP
ISHARES TR
0-5 YR TIPS ETF136,074141,137+5,063$14,003,368$14,587,912+$584,5442025-11-05
Q3 2025VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT90,94195,099+4,158$5,184,553$5,698,342+$513,7892025-11-05
Q3 2025MUB
ISHARES TR
NATIONAL MUN ETF40,57942,541+1,962$4,239,694$4,530,191+$290,4972025-11-05
Q3 2025PRF
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF35,83836,838+1,000$1,514,872$1,665,446+$150,5742025-11-05
Q3 2025IBIT
ISHARES BITCOIN TRUST ETF
SHS BEN INT6,0207,126+1,106$368,484$463,190+$94,7062025-11-05
Q3 2025SCHF
SCHWAB STRATEGIC TR
INTL EQTY ETF9,82412,149+2,325$217,120$282,838+$65,7182025-11-05
Q3 2025MDYV
SPDR SERIES TRUST
S&P 400 MDCP VAL5,0525,492+440$401,299$458,107+$56,8082025-11-05
Q3 2025SCHB
SCHWAB STRATEGIC TR
US BRD MKT ETF11,55011,551+1$275,233$296,964+$21,7312025-11-05
Q3 2025SCHZ
SCHWAB STRATEGIC TR
US AGGREGATE B41,73041,828+98$969,805$981,703+$11,8982025-11-05
Q3 2025BNDX
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF8,3218,331+10$411,973$412,054+$812025-11-05

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