Bourgeon Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

Bourgeon Capital 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
2024 Q1	–	Sell	-340	Closed	-$6.28K	–	323
2023 Q4	$6.28K	Hold	340	–	–	﹤0.01%	259
2023 Q3	$5.77K	Hold	340	–	–	﹤0.01%	252
2023 Q2	$6.06K	Hold	340	–	–	﹤0.01%	271
2023 Q1	$5.92K	Hold	340	–	–	﹤0.01%	257
2022 Q4	$5.48K	Hold	340	–	–	﹤0.01%	267
2022 Q3	$5K	Hold	340	–	–	﹤0.01%	264
2022 Q2	$5K	Hold	340	–	–	﹤0.01%	251
2022 Q1	$6K	Buy	+340	New	+$6.32K	﹤0.01%	249

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

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

Bourgeon Capital Management's SCHF Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 340 shares — an estimated $6.28K sold.

Bourgeon Capital Management first reported a position in SCHF in Q1 2022 and held it in 8 quarters. The position peaked at $6.28K in Q4 2023. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

Bourgeon Capital Management reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 340 Schwab International Equity ETF shares in Q1 2024, an estimated $6.28K.
Bourgeon Capital Management first reported a position in Schwab International Equity ETF in Q1 2022 and held it in 8 quarters.
Bourgeon Capital Management's Schwab International Equity ETF position peaked at $6.28K in Q4 2023.
1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.