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Diversified’s Schwab International Equity ETF SCHF Stock Holding History

Diversified’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
Q3 		$3.4M Buy
165,558
+13,978
+9% +$276K 0.37% 22
2024
Q2 		$2.91M Buy
+151,580
New +$2.93M 0.34% 22
2021
Q3 		– Sell
-10,392
Closed -$205K – 107
2021
Q2 		$205K Hold
10,392
– – 0.11% 102
2021
Q1 		$201K Hold
10,392
– – 0.15% 95
2020
Q4 		$192K Buy
+10,392
New +$175K 0.16% 91

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Diversified's SCHF Position: Q3 2024 in Review

Diversified increased its Schwab International Equity ETF (SCHF) stake by 9.2% in Q3 2024, buying an estimated $276K and bringing the position to 165,558 shares worth $3.4M. The position accounts for 0.37% of the portfolio, ranked #22.

Diversified first reported a position in SCHF in Q4 2020 and has held it in 5 quarters since. 1,195 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

  • Diversified held 165,558 shares of Schwab International Equity ETF worth $3.4M as of Q3 2024.
  • Diversified bought 13,978 Schwab International Equity ETF shares in Q3 2024, an estimated $276K.
  • Schwab International Equity ETF made up 0.37% of Diversified's portfolio in Q3 2024, its #22 holding.
  • Diversified first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 5 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.