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

Aspire 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 Q3	–	Sell	-37,120	Closed	-$662K	–	194
2023 Q2	$662K	Hold	37,120	–	–	0.5%	46
2023 Q1	$646K	Hold	37,120	–	–	0.52%	44
2022 Q4	$598K	Hold	37,120	–	–	0.52%	40
2022 Q3	$522K	Buy	+37,120	New	+$583K	0.49%	42

Other funds holding SCHF

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Aspire Wealth Management's SCHF Position: Q3 2023 in Review

Aspire Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q3 2023, closing a stake of 37,120 shares — an estimated $662K sold.

Aspire Wealth Management first reported a position in SCHF in Q3 2022 and held it in 4 quarters. The position peaked at $662K in Q2 2023. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

Aspire Wealth Management reported no remaining Schwab International Equity ETF position as of Q3 2023 after selling out during the quarter.
Aspire Wealth Management sold 37,120 Schwab International Equity ETF shares in Q3 2023, an estimated $662K.
Aspire Wealth Management first reported a position in Schwab International Equity ETF in Q3 2022 and held it in 4 quarters.
Aspire Wealth Management's Schwab International Equity ETF position peaked at $662K in Q2 2023.
1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

Based on Aspire Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.