Crestone Asset Management’s Schwab International Equity ETF SCHF Stock Holding History

Crestone Asset 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	-31,794	Closed	-$620K	–	67
2024 Q1	$620K	Hold	31,794	–	–	0.12%	56
2023 Q4	$588K	Hold	31,794	–	–	0.13%	52
2023 Q3	$540K	Hold	31,794	–	–	0.13%	53
2023 Q2	$567K	Hold	31,794	–	–	0.12%	54
2023 Q1	$553K	Buy	31,794 +7,402	+30%	+$127K	0.12%	54
2022 Q4	$393K	Hold	24,392	–	–	0.08%	55
2022 Q3	$343K	Hold	24,392	–	–	0.09%	55
2022 Q2	$384K	Hold	24,392	–	–	0.09%	58
2022 Q1	$448K	Hold	24,392	–	–	0.09%	58
2021 Q4	$474K	Hold	24,392	–	–	0.1%	60
2021 Q3	$472K	Sell	24,392 -1,268	-5%	-$25.2K	0.1%	59
2021 Q2	$506K	Sell	25,660 -2,622	-9%	-$51.8K	0.11%	57
2021 Q1	$532K	Hold	28,282	–	–	0.14%	45
2020 Q4	$509K	Hold	28,282	–	–	0.14%	43
2020 Q3	$444K	Hold	28,282	–	–	0.14%	42
2020 Q2	$421K	Buy	+28,282	New	+$398K	0.14%	43

Other funds holding SCHF

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Jane Street New York $777B AUM 61.18% 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

Crestone Asset Management's SCHF Position: Q2 2024 in Review

Crestone Asset Management sold out of Schwab International Equity ETF (SCHF) in Q2 2024, closing a stake of 31,794 shares — an estimated $620K sold.

Crestone Asset Management first reported a position in SCHF in Q2 2020 and held it in 16 quarters. The position peaked at $620K in Q1 2024. 1,127 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

Crestone Asset Management reported no remaining Schwab International Equity ETF position as of Q2 2024 after selling out during the quarter.
Crestone Asset Management sold 31,794 Schwab International Equity ETF shares in Q2 2024, an estimated $620K.
Crestone Asset Management first reported a position in Schwab International Equity ETF in Q2 2020 and held it in 16 quarters.
Crestone Asset Management's Schwab International Equity ETF position peaked at $620K in Q1 2024.
1,127 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.