Capital Insight Partners’s Schwab International Equity ETF SCHF Stock Holding History

Capital Insight 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 Q2	–	Sell	-23,398	Closed	-$456K	–	167
2024 Q1	$456K	Buy	23,398 +550	+2%	+$10.3K	0.09%	137
2023 Q4	$422K	Buy	22,848 +642	+3%	+$11.1K	0.09%	126
2023 Q3	$377K	Hold	22,206	–	–	0.09%	125
2023 Q2	$396K	Hold	22,206	–	–	0.09%	124
2023 Q1	$386K	Buy	22,206 +3,386	+18%	+$58K	0.09%	128
2022 Q4	$303K	Sell	18,820 -932	-5%	-$14.6K	0.08%	132
2022 Q3	$278K	Hold	19,752	–	–	0.07%	130
2022 Q2	$311K	Buy	19,752 +400	+2%	+$6.81K	0.07%	137
2022 Q1	$355K	Buy	19,352 +1,350	+7%	+$25.1K	0.07%	143
2021 Q4	$350K	Buy	18,002 +500	+3%	+$9.82K	0.07%	131
2021 Q3	$339K	Sell	17,502 -600	-3%	-$11.9K	0.07%	134
2021 Q2	$357K	Hold	18,102	–	–	0.08%	131
2021 Q1	$340K	Hold	18,102	–	–	0.08%	131
2020 Q4	$326K	Buy	18,102 +192	+1%	+$3.24K	0.08%	129
2020 Q3	$281K	Hold	17,910	–	–	0.08%	133
2020 Q2	$266K	Hold	17,910	–	–	0.08%	131
2020 Q1	$231K	Buy	+17,910	New	+$275K	0.12%	85

Other funds holding SCHF

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Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Jane Street New York $777B AUM 61.18% 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

Capital Insight Partners's SCHF Position: Q2 2024 in Review

Capital Insight Partners sold out of Schwab International Equity ETF (SCHF) in Q2 2024, closing a stake of 23,398 shares — an estimated $456K sold.

Capital Insight Partners first reported a position in SCHF in Q1 2020 and held it in 17 quarters. The position peaked at $456K in Q1 2024. 1,127 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

Capital Insight Partners reported no remaining Schwab International Equity ETF position as of Q2 2024 after selling out during the quarter.
Capital Insight Partners sold 23,398 Schwab International Equity ETF shares in Q2 2024, an estimated $456K.
Capital Insight Partners first reported a position in Schwab International Equity ETF in Q1 2020 and held it in 17 quarters.
Capital Insight Partners's Schwab International Equity ETF position peaked at $456K in Q1 2024.
1,127 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on Capital Insight Partners's 13F filing for Q2 2024, filed 24 Jul 2024.