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Capital Asset Advisory Services’s Schwab International Equity ETF SCHF Stock Holding History

Capital Asset Advisory 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
Q4 		– Sell
-10,080
Closed -$203K – 325
2024
Q3 		$203K Buy
+10,080
New +$199K 0.01% 311
2022
Q1 		– Sell
-1,238
Closed -$24K – 623
2021
Q4 		$24K Sell
1,238
-4,898
-80% -$96.2K ﹤0.01% 474
2021
Q3 		$119K Sell
6,136
-974
-14% -$19.4K 0.01% 447
2021
Q2 		$140K Hold
7,110
– – 0.02% 460
2021
Q1 		$134K Buy
7,110
+1,634
+30% +$30.5K 0.02% 442
2020
Q4 		$99K Buy
5,476
+1,906
+53% +$32.1K 0.02% 465
2020
Q3 		$56K Buy
3,570
+3,350
+1,523% +$52.6K 0.01% 371
2020
Q2 		$3K Hold
220
– – ﹤0.01% 536
2020
Q1 		$3K Sell
220
-116
-35% -$1.78K ﹤0.01% 471
2019
Q4 		$6K Buy
+336
New +$5.53K ﹤0.01% 531

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Capital Asset Advisory Services's SCHF Position: Q4 2024 in Review

Capital Asset Advisory Services sold out of Schwab International Equity ETF (SCHF) in Q4 2024, closing a stake of 10,080 shares — an estimated $203K sold.

Capital Asset Advisory Services first reported a position in SCHF in Q4 2019 and held it in 10 quarters. The position peaked at $203K in Q3 2024. 1,293 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

  • Capital Asset Advisory Services reported no remaining Schwab International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Asset Advisory Services sold 10,080 Schwab International Equity ETF shares in Q4 2024, an estimated $203K.
  • Capital Asset Advisory Services first reported a position in Schwab International Equity ETF in Q4 2019 and held it in 10 quarters.
  • Capital Asset Advisory Services's Schwab International Equity ETF position peaked at $203K in Q3 2024.
  • 1,293 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on Capital Asset Advisory Services's 13F filing for Q4 2024, filed 22 Jan 2025.