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Clear Perspectives Financial Planning’s Schwab International Equity ETF SCHF Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$32K Hold
1,840
– – 0.02% 89
2022
Q4 		$29.6K Buy
+1,840
New +$28.7K 0.02% 103

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clear Perspectives Financial Planning's SCHF Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Schwab International Equity ETF (SCHF) position steady in Q1 2023 at 1,840 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #89.

Clear Perspectives Financial Planning first reported a position in SCHF in Q4 2022 and has held it in 2 quarters since. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

  • Clear Perspectives Financial Planning held 1,840 shares of Schwab International Equity ETF worth $32K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Schwab International Equity ETF share count unchanged in Q1 2023.
  • Schwab International Equity ETF made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #89 holding.
  • Clear Perspectives Financial Planning first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 2 quarters since.
  • 996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.