CWAG
SCHF icon

Carlsbad Wealth Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

Carlsbad Wealth Advisory 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
2023
Q2 		$4.89M Buy
+274,482
New +$4.87M 3.15% 9

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carlsbad Wealth Advisory Group's SCHF Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Schwab International Equity ETF (SCHF) in Q2 2023: 274,482 shares worth $4.89M. The stake represents 3.15% of the portfolio and ranks #9 among its holdings.

1,009 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

  • Carlsbad Wealth Advisory Group held 274,482 shares of Schwab International Equity ETF worth $4.89M as of Q2 2023.
  • Schwab International Equity ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
  • Schwab International Equity ETF made up 3.15% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #9 holding.
  • 1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.