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Annapolis Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$22K Hold
1,068
– – 0.01% 217
2024
Q2 		$20.5K Hold
1,068
– – 0.01% 213
2024
Q1 		$20.8K Sell
1,068
-11,132
-91% -$208K 0.01% 214
2023
Q4 		$225K Buy
12,200
+334
+3% +$5.79K 0.06% 116
2023
Q3 		$201K Buy
11,866
+40
+0.3% +$707 0.06% 110
2023
Q2 		$211K Sell
11,826
-1,182
-9% -$21K 0.06% 109
2023
Q1 		$226K Buy
13,008
+1,182
+10% +$20.2K 0.07% 104
2022
Q4 		$190K Hold
11,826
– – 0.06% 112
2022
Q3 		$166K Sell
11,826
-6,752
-36% -$106K 0.06% 113
2022
Q2 		$292K Buy
18,578
+6,600
+55% +$112K 0.11% 94
2022
Q1 		$220K Buy
11,978
+1,180
+11% +$21.9K 0.07% 101
2021
Q4 		$210K Hold
10,798
– – 0.07% 106
2021
Q3 		$209K Hold
10,798
– – 0.07% 102
2021
Q2 		$213K Hold
10,798
– – 0.07% 99
2021
Q1 		$203K Hold
10,798
– – 0.07% 91
2020
Q4 		$194K Buy
+10,798
New +$182K 0.08% 89

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Annapolis Financial Services's SCHF Position: Q3 2024 in Review

Annapolis Financial Services held its Schwab International Equity ETF (SCHF) position steady in Q3 2024 at 1,068 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #217.

Annapolis Financial Services first reported a position in SCHF in Q4 2020 and has held it in 16 quarters since. The position peaked at $292K in Q2 2022. 1,194 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

  • Annapolis Financial Services held 1,068 shares of Schwab International Equity ETF worth $22K as of Q3 2024.
  • Annapolis Financial Services left its Schwab International Equity ETF share count unchanged in Q3 2024.
  • Schwab International Equity ETF made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #217 holding.
  • Annapolis Financial Services first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Schwab International Equity ETF position peaked at $292K in Q2 2022.
  • 1,194 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.