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

Connecticut 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
Q2 		– Sell
-14,254
Closed -$278K – 338
2024
Q1 		$278K Buy
14,254
+326
+2% +$6.09K 0.01% 273
2023
Q4 		$257K Buy
+13,928
New +$242K 0.01% 279

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HighTower Advisors
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Connecticut Wealth Management's SCHF Position: Q2 2024 in Review

Connecticut Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q2 2024, closing a stake of 14,254 shares — an estimated $278K sold.

Connecticut Wealth Management first reported a position in SCHF in Q4 2023 and held it in 2 quarters. The position peaked at $278K in Q1 2024. 1,129 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

  • Connecticut Wealth Management reported no remaining Schwab International Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 14,254 Schwab International Equity ETF shares in Q2 2024, an estimated $278K.
  • Connecticut Wealth Management first reported a position in Schwab International Equity ETF in Q4 2023 and held it in 2 quarters.
  • Connecticut Wealth Management's Schwab International Equity ETF position peaked at $278K in Q1 2024.
  • 1,129 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on Connecticut Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.