Connectus Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Connectus Wealth’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 Q1	$13.9M	Buy	713,204 +72,446	+11%	+$1.35M	0.38%	65
2023 Q4	$11.8M	Sell	640,758 -27,424	-4%	-$476K	0.24%	95
2023 Q3	$11.3M	Sell	668,182 -92,468	-12%	-$1.63M	0.25%	95
2023 Q2	$13.6M	Buy	760,650 +196,364	+35%	+$3.49M	0.31%	80
2023 Q1	$9.82M	Buy	564,286 +40,924	+8%	+$701K	0.24%	95
2022 Q4	$8.43M	Sell	523,362 -11,896	-2%	-$186K	0.2%	113
2022 Q3	$7.53M	Sell	535,258 -4,310	-0.8%	-$67.6K	0.16%	143
2022 Q2	$8.48M	Buy	+539,568	New	+$9.19M	0.19%	117

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Connectus Wealth's SCHF Position: Q1 2024 in Review

Connectus Wealth increased its Schwab International Equity ETF (SCHF) stake by 11% in Q1 2024, buying an estimated $1.35M and bringing the position to 713,204 shares worth $13.9M. The position accounts for 0.38% of the portfolio, ranked #65.

Connectus Wealth first reported a position in SCHF in Q2 2022 and has held it in 8 quarters since. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

Connectus Wealth held 713,204 shares of Schwab International Equity ETF worth $13.9M as of Q1 2024.
Connectus Wealth bought 72,446 Schwab International Equity ETF shares in Q1 2024, an estimated $1.35M.
Schwab International Equity ETF made up 0.38% of Connectus Wealth's portfolio in Q1 2024, its #65 holding.
Connectus Wealth first reported a position in Schwab International Equity ETF in Q2 2022 and has held it in 8 quarters since.
1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.