Albion Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Albion Financial Group’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	-568	Closed	-$9.15K	–	479
2022 Q4	$9.15K	Sell	568 -202	-26%	-$3.15K	﹤0.01%	312
2022 Q3	$11K	Hold	770	–	–	﹤0.01%	308
2022 Q2	$12K	Buy	770 +2	+0.3%	+$34	﹤0.01%	315
2022 Q1	$14K	Hold	768	–	–	﹤0.01%	343
2021 Q4	$15K	Sell	768 -196	-20%	-$3.85K	﹤0.01%	380
2021 Q3	$19K	Hold	964	–	–	﹤0.01%	330
2021 Q2	$19K	Buy	+964	New	+$19.1K	﹤0.01%	333
2020 Q4	$17K	Buy	+950	New	+$16K	﹤0.01%	318

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

Albion Financial Group's SCHF Position: Q1 2023 in Review

Albion Financial Group sold out of Schwab International Equity ETF (SCHF) in Q1 2023, closing a stake of 568 shares — an estimated $9.15K sold.

Albion Financial Group first reported a position in SCHF in Q4 2020 and held it in 8 quarters. The position peaked at $19K in Q3 2021. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

Albion Financial Group reported no remaining Schwab International Equity ETF position as of Q1 2023 after selling out during the quarter.
Albion Financial Group sold 568 Schwab International Equity ETF shares in Q1 2023, an estimated $9.15K.
Albion Financial Group first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 8 quarters.
Albion Financial Group's Schwab International Equity ETF position peaked at $19K in Q3 2021.
996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Albion Financial Group's 13F filing for Q1 2023, filed 18 Apr 2023.