Baldwin Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-608	Closed	-$12.5K	–	857
2024 Q3	$12.5K	Hold	608	–	–	﹤0.01%	761
2024 Q2	$11.7K	Buy	+608	New	+$11.8K	﹤0.01%	523
2023 Q4	–	Sell	-14,612	Closed	-$248K	–	772
2023 Q3	$248K	Buy	+14,612	New	+$258K	0.02%	204
2019 Q2	–	Sell	-1,856	Closed	-$29K	–	525
2019 Q1	$29K	Hold	1,856	–	–	﹤0.01%	363
2018 Q4	$26K	Hold	1,856	–	–	﹤0.01%	356
2018 Q3	$31K	Hold	1,856	–	–	﹤0.01%	359
2018 Q2	$31K	Hold	1,856	–	–	﹤0.01%	356
2018 Q1	$31K	Buy	+1,856	New	+$32K	0.01%	345

Other funds holding SCHF

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Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Baldwin Wealth Partners's SCHF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Schwab International Equity ETF (SCHF) in Q4 2024, closing a stake of 608 shares — an estimated $12.5K sold.

Baldwin Wealth Partners first reported a position in SCHF in Q1 2018 and held it in 8 quarters. The position peaked at $248K in Q3 2023. 1,293 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

Baldwin Wealth Partners reported no remaining Schwab International Equity ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 608 Schwab International Equity ETF shares in Q4 2024, an estimated $12.5K.
Baldwin Wealth Partners first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 8 quarters.
Baldwin Wealth Partners's Schwab International Equity ETF position peaked at $248K in Q3 2023.
1,293 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.