Capstone Triton Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Capstone Triton Financial Group’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	$362K	Hold	19,570	–	–	0.23%	84
2024 Q3	$402K	Hold	19,570	–	–	0.26%	82
2024 Q2	$376K	Hold	19,570	–	–	0.26%	78
2024 Q1	$382K	Hold	19,570	–	–	0.27%	81
2023 Q4	$362K	Hold	19,570	–	–	0.26%	80
2023 Q3	$332K	Hold	19,570	–	–	0.24%	79
2023 Q2	$349K	Hold	19,570	–	–	0.24%	76
2023 Q1	$341K	Hold	19,570	–	–	0.26%	76
2022 Q4	$315K	Hold	19,570	–	–	0.25%	79
2022 Q3	$275K	Hold	19,570	–	–	0.24%	81
2022 Q2	$313K	Hold	19,570	–	–	0.24%	81
2022 Q1	$334K	Hold	19,570	–	–	0.23%	82
2021 Q4	$381K	Hold	19,570	–	–	0.77%	51
2021 Q3	$391K	Hold	19,570	–	–	0.24%	87
2021 Q2	$386K	Hold	19,570	–	–	0.24%	86
2021 Q1	$368K	Hold	19,570	–	–	0.24%	81
2020 Q4	$352K	Buy	+19,570	New	+$330K	0.22%	77

Other funds holding SCHF

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

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

Capstone Triton Financial Group's SCHF Position: Q4 2024 in Review

Capstone Triton Financial Group held its Schwab International Equity ETF (SCHF) position steady in Q4 2024 at 19,570 shares worth $362K. The position accounts for 0.23% of the portfolio, ranked #84.

Capstone Triton Financial Group first reported a position in SCHF in Q4 2020 and has held it in 17 quarters since. The position peaked at $402K in Q3 2024. 1,293 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

Capstone Triton Financial Group held 19,570 shares of Schwab International Equity ETF worth $362K as of Q4 2024.
Capstone Triton Financial Group left its Schwab International Equity ETF share count unchanged in Q4 2024.
Schwab International Equity ETF made up 0.23% of Capstone Triton Financial Group's portfolio in Q4 2024, its #84 holding.
Capstone Triton Financial Group first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 17 quarters since.
Capstone Triton Financial Group's Schwab International Equity ETF position peaked at $402K in Q3 2024.
1,293 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.