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Carmichael Hill & Associates’s Schwab International Equity ETF SCHF Stock Holding History

Carmichael Hill & Associates’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
Q3 		$4.69M Buy
227,986
+12,658
+6% +$250K 1.66% 10
2024
Q2 		$4.14M Buy
215,328
+10,462
+5% +$202K 1.62% 10
2024
Q1 		$4M Buy
204,866
+3,332
+2% +$62.3K 1.58% 11
2023
Q4 		$3.72M Buy
201,534
+7,148
+4% +$124K 1.54% 11
2023
Q3 		$3.3M Buy
194,386
+6,324
+3% +$112K 1.52% 13
2023
Q2 		$3.35M Buy
188,062
+2,022
+1% +$35.9K 1.5% 13
2023
Q1 		$3.24M Buy
186,040
+8,910
+5% +$153K 1.56% 11
2022
Q4 		$2.85M Buy
177,130
+13,214
+8% +$206K 1.46% 12
2022
Q3 		$2.31M Buy
163,916
+17,518
+12% +$275K 1.24% 19
2022
Q2 		$2.3M Buy
146,398
+4,008
+3% +$68.3K 1.21% 18
2022
Q1 		$2.61M Buy
142,390
+1,950
+1% +$36.2K 1.2% 16
2021
Q4 		$2.73M Buy
140,440
+4,420
+3% +$86.8K 1.22% 15
2021
Q3 		$2.63M Buy
136,020
+20
+0% +$398 1.31% 16
2021
Q2 		$2.68M Sell
136,000
-1,760
-1% -$34.8K 1.36% 15
2021
Q1 		$2.59M Buy
137,760
+92
+0.1% +$1.72K 1.43% 13
2020
Q4 		$2.48M Buy
137,668
+804
+0.6% +$13.6K 1.46% 12
2020
Q3 		$2.15M Buy
136,864
+2,374
+2% +$37.3K 1.43% 13
2020
Q2 		$2M Sell
134,490
-8,958
-6% -$126K 1.47% 10
2020
Q1 		$1.85M Sell
143,448
-278
-0.2% -$4.28K 1.62% 9
2019
Q4 		$2.42M Buy
143,726
+6,470
+5% +$106K 1.72% 9
2019
Q3 		$2.19M Buy
137,256
+2,268
+2% +$35.7K 2.16% 9
2019
Q2 		$2.17M Buy
134,988
+3,618
+3% +$57.3K 2.15% 9
2019
Q1 		$2.06M Buy
131,370
+2,538
+2% +$38.7K 2.13% 9
2018
Q4 		$1.83M Buy
128,832
+7,918
+7% +$121K 2.08% 9
2018
Q3 		$2.03M Buy
120,914
+16,586
+16% +$276K 1.96% 11
2018
Q2 		$1.72M Buy
104,328
+25,426
+32% +$432K 1.85% 12
2018
Q1 		$1.33M Buy
78,902
+34,660
+78% +$597K 1.45% 20
2017
Q4 		$754K Buy
+44,242
New +$752K 0.83% 37

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carmichael Hill & Associates's SCHF Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Schwab International Equity ETF (SCHF) stake by 5.9% in Q3 2024, buying an estimated $250K and bringing the position to 227,986 shares worth $4.69M. The position accounts for 1.66% of the portfolio, ranked #10.

Carmichael Hill & Associates first reported a position in SCHF in Q4 2017 and has held it in 28 quarters since. 1,194 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

  • Carmichael Hill & Associates held 227,986 shares of Schwab International Equity ETF worth $4.69M as of Q3 2024.
  • Carmichael Hill & Associates bought 12,658 Schwab International Equity ETF shares in Q3 2024, an estimated $250K.
  • Schwab International Equity ETF made up 1.66% of Carmichael Hill & Associates's portfolio in Q3 2024, its #10 holding.
  • Carmichael Hill & Associates first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 28 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.