FirstPurpose Wealth’s Schwab International Equity ETF SCHF Stock Holding History

FirstPurpose Wealth’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	$443K	Buy	23,130 +2,144	+10%	+$40.1K	0.16%	117
2023 Q4	$388K	Buy	20,986 +2,546	+14%	+$44.2K	0.15%	127
2023 Q3	$313K	Sell	18,440 -4,628	-20%	-$81.8K	0.14%	129
2023 Q2	$411K	Sell	23,068 -700	-3%	-$12.4K	0.18%	103
2023 Q1	$414K	Buy	23,768 +2,006	+9%	+$34.3K	0.2%	92
2022 Q4	$350K	Sell	21,762 -1,220	-5%	-$19K	0.2%	96
2022 Q3	$323K	Buy	22,982 +4,726	+26%	+$74.2K	0.21%	87
2022 Q2	$287K	Sell	18,256 -9,222	-34%	-$157K	0.19%	96
2022 Q1	$504K	Buy	27,478 +4,532	+20%	+$84.2K	0.39%	53
2021 Q4	$446K	Buy	+22,946	New	+$451K	0.28%	62

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

FirstPurpose Wealth's SCHF Position: Q1 2024 in Review

FirstPurpose Wealth increased its Schwab International Equity ETF (SCHF) stake by 10% in Q1 2024, buying an estimated $40.1K and bringing the position to 23,130 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #117.

FirstPurpose Wealth first reported a position in SCHF in Q4 2021 and has held it in 10 quarters since. The position peaked at $504K in Q1 2022. 1,117 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

FirstPurpose Wealth held 23,130 shares of Schwab International Equity ETF worth $443K as of Q1 2024.
FirstPurpose Wealth bought 2,144 Schwab International Equity ETF shares in Q1 2024, an estimated $40.1K.
Schwab International Equity ETF made up 0.16% of FirstPurpose Wealth's portfolio in Q1 2024, its #117 holding.
FirstPurpose Wealth first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Schwab International Equity ETF position peaked at $504K in Q1 2022.
1,117 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.