Accurate Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Accurate Wealth Management’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,320	Closed	-$258K	–	1194
2022 Q4	$258K	Sell	15,320 -43,476	-74%	-$679K	0.09%	186
2022 Q3	$1.02M	Buy	58,796 +18,100	+44%	+$284K	0.42%	55
2022 Q2	$638K	Sell	40,696 -9,028	-18%	-$154K	0.35%	62
2022 Q1	$913K	Buy	49,724 +31,388	+171%	+$583K	0.41%	57
2021 Q4	$358K	Hold	18,336	–	–	0.29%	92
2021 Q3	$358K	Buy	18,336 +5,076	+38%	+$101K	0.31%	87
2021 Q2	$262K	Buy	+13,260	New	+$262K	0.23%	108

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Accurate Wealth Management's SCHF Position: Q1 2023 in Review

Accurate Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2023, closing a stake of 15,320 shares — an estimated $258K sold.

Accurate Wealth Management first reported a position in SCHF in Q2 2021 and held it in 7 quarters. The position peaked at $1.02M in Q3 2022. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

Accurate Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 15,320 Schwab International Equity ETF shares in Q1 2023, an estimated $258K.
Accurate Wealth Management first reported a position in Schwab International Equity ETF in Q2 2021 and held it in 7 quarters.
Accurate Wealth Management's Schwab International Equity ETF position peaked at $1.02M in Q3 2022.
996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.