FinTrust Capital Advisors’s Schwab International Equity ETF SCHF Stock Holding History

FinTrust Capital Advisors’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	$5.35K	Buy	+260	New	+$5.14K	﹤0.01%	1073
2023 Q4	–	Sell	-444	Closed	-$7.54K	–	1328
2023 Q3	$7.54K	Hold	444	–	–	﹤0.01%	832
2023 Q2	$7.15K	Hold	444	–	–	﹤0.01%	820
2023 Q1	$7.15K	Hold	444	–	–	﹤0.01%	815
2022 Q4	$7.15K	Sell	444 -252	-36%	-$3.94K	﹤0.01%	813
2022 Q3	$10K	Hold	696	–	–	﹤0.01%	878
2022 Q2	$11K	Buy	696 +444	+176%	+$7.56K	﹤0.01%	866
2022 Q1	$5K	Hold	252	–	–	﹤0.01%	1072
2021 Q4	$5K	Hold	252	–	–	﹤0.01%	1028
2021 Q3	$5K	Hold	252	–	–	﹤0.01%	1030
2021 Q2	$5K	Hold	252	–	–	﹤0.01%	1052
2021 Q1	$5K	Hold	252	–	–	﹤0.01%	1024
2020 Q4	$5K	Sell	252 -5,400	-96%	-$91.1K	﹤0.01%	957
2020 Q3	$89	Buy	5,652 +4,838	+594%	+$76K	0.02%	382
2020 Q2	$12K	Hold	814	–	–	﹤0.01%	705
2020 Q1	$11K	Hold	814	–	–	0.01%	740
2019 Q4	$14K	Hold	814	–	–	0.01%	695
2019 Q3	$13K	Hold	814	–	–	﹤0.01%	720
2019 Q2	$13K	Buy	814 +562	+223%	+$8.89K	0.01%	685
2019 Q1	$4K	Sell	252 -1,566	-86%	-$23.9K	﹤0.01%	992
2018 Q4	$26K	Buy	+1,818	New	+$27.8K	0.01%	532

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FinTrust Capital Advisors's SCHF Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Schwab International Equity ETF (SCHF) in Q3 2024: 260 shares worth $5.35K. The stake represents ﹤0.01% of the portfolio and ranks #1073 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in SCHF as recently as Q3 2023.

FinTrust Capital Advisors first reported a position in SCHF in Q4 2018 and has held it in 21 quarters since. The position peaked at $26K in Q4 2018. 1,194 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

FinTrust Capital Advisors held 260 shares of Schwab International Equity ETF worth $5.35K as of Q3 2024.
Schwab International Equity ETF was a new FinTrust Capital Advisors position in Q3 2024.
Schwab International Equity ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1073 holding.
FinTrust Capital Advisors first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 21 quarters since.
FinTrust Capital Advisors's Schwab International Equity ETF position peaked at $26K in Q4 2018.
1,194 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.