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Cassady Schiller Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Cassady Schiller Wealth Management’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 		$1.39M Buy
75,270
+24
+0% +$469 0.51% 37
2024
Q3 		$1.55M Buy
75,246
+152
+0.2% +$3.01K 0.57% 35
2024
Q2 		$1.44M Sell
75,094
-3,634
-5% -$70.3K 0.59% 34
2024
Q1 		$1.54M Buy
78,728
+574
+0.7% +$10.7K 0.69% 31
2023
Q4 		$1.44M Buy
78,154
+432
+0.6% +$7.5K 0.72% 28
2023
Q3 		$1.32M Sell
77,722
-344
-0.4% -$6.08K 0.73% 29
2023
Q2 		$1.39M Sell
78,066
-92
-0.1% -$1.63K 0.76% 28
2023
Q1 		$1.36M Sell
78,158
-5,284
-6% -$90.5K 0.64% 31
2022
Q4 		$1.34M Sell
83,442
-1,642
-2% -$25.6K 0.83% 31
2022
Q3 		$1.2M Sell
85,084
-4,054
-5% -$63.6K 0.69% 32
2022
Q2 		$1.4M Buy
89,138
+9,886
+12% +$168K 0.74% 28
2022
Q1 		$1.46M Sell
79,252
-82
-0.1% -$1.52K 0.7% 28
2021
Q4 		$1.54M Buy
+79,334
New +$1.56M 0.93% 23

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

Cassady Schiller Wealth Management's SCHF Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 0.03% in Q4 2024, buying an estimated $469 and bringing the position to 75,270 shares worth $1.39M. The position accounts for 0.51% of the portfolio, ranked #37.

Cassady Schiller Wealth Management first reported a position in SCHF in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.55M in Q3 2024. 1,293 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

  • Cassady Schiller Wealth Management held 75,270 shares of Schwab International Equity ETF worth $1.39M as of Q4 2024.
  • Cassady Schiller Wealth Management bought 24 Schwab International Equity ETF shares in Q4 2024, an estimated $469.
  • Schwab International Equity ETF made up 0.51% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #37 holding.
  • Cassady Schiller Wealth Management first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 13 quarters since.
  • Cassady Schiller Wealth Management's Schwab International Equity ETF position peaked at $1.55M in Q3 2024.
  • 1,293 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.