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

Curi 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
Q1 		– Sell
-1,067,388
Closed -$19.7M – 118
2023
Q4 		$19.7M Buy
1,067,388
+54,946
+5% +$953K 2.73% 8
2023
Q3 		$17.2M Sell
1,012,442
-115,356
-10% -$2.04M 2.64% 9
2023
Q2 		$20.1M Buy
1,127,798
+32,182
+3% +$572K 2.72% 9
2023
Q1 		$19.1M Sell
1,095,616
-16,772
-2% -$287K 2.74% 7
2022
Q4 		$17.9M Buy
1,112,388
+95,410
+9% +$1.49M 2.51% 8
2022
Q3 		$14.3M Buy
1,016,978
+427,278
+72% +$6.71M 2.37% 9
2022
Q2 		$9.27M Buy
589,700
+59,972
+11% +$1.02M 1.78% 24
2022
Q1 		$9.7M Buy
529,728
+21,512
+4% +$400K 1.68% 24
2021
Q4 		$9.9M Buy
508,216
+75,974
+18% +$1.49M 1.7% 25
2021
Q3 		$8.36M Buy
432,242
+44,264
+11% +$880K 3.85% 7
2021
Q2 		$7.65M Buy
387,978
+50,528
+15% +$999K 3.84% 6
2021
Q1 		$6.35M Buy
337,450
+40,882
+14% +$762K 4.02% 6
2020
Q4 		$5.34M Buy
+296,568
New +$5M 3.86% 6

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Financial Engines Advisors
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Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Curi Wealth Management's SCHF Position: Q1 2024 in Review

Curi Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 1,067,388 shares — an estimated $19.7M sold.

Curi Wealth Management first reported a position in SCHF in Q4 2020 and held it in 13 quarters. The position peaked at $20.1M in Q2 2023. 1,117 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

  • Curi Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 1,067,388 Schwab International Equity ETF shares in Q1 2024, an estimated $19.7M.
  • Curi Wealth Management first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's Schwab International Equity ETF position peaked at $20.1M in Q2 2023.
  • 1,117 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.