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Custom Portfolio Group’s Schwab International Equity ETF SCHF Stock Holding History

Custom Portfolio Group’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 		$593K Hold
30,606
– – 0.47% 28
2024
Q1 		$597K Hold
30,606
– – 0.49% 27
2023
Q4 		$566K Buy
+30,606
New +$531K 0.5% 21

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Custom Portfolio Group's SCHF Position: Q2 2024 in Review

Custom Portfolio Group held its Schwab International Equity ETF (SCHF) position steady in Q2 2024 at 30,606 shares worth $593K. The position accounts for 0.47% of the portfolio, ranked #28.

Custom Portfolio Group first reported a position in SCHF in Q4 2023 and has held it in 3 quarters since. The position peaked at $597K in Q1 2024. 1,128 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

  • Custom Portfolio Group held 30,606 shares of Schwab International Equity ETF worth $593K as of Q2 2024.
  • Custom Portfolio Group left its Schwab International Equity ETF share count unchanged in Q2 2024.
  • Schwab International Equity ETF made up 0.47% of Custom Portfolio Group's portfolio in Q2 2024, its #28 holding.
  • Custom Portfolio Group first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Schwab International Equity ETF position peaked at $597K in Q1 2024.
  • 1,128 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.