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

Focused 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
-1,972
Closed -$36.4K – 822
2023
Q4 		$36.4K Sell
1,972
-4,362
-69% -$75.7K 0.01% 352
2023
Q3 		$108K Sell
6,334
-6
-0.1% -$106 0.02% 186
2023
Q2 		$113K Buy
6,340
+1,152
+22% +$20.5K 0.02% 188
2023
Q1 		$90.3K Sell
5,188
-624
-11% -$10.7K 0.02% 212
2022
Q4 		$93.6K Buy
5,812
+174
+3% +$2.72K 0.02% 202
2022
Q3 		$79K Buy
5,638
+822
+17% +$12.9K 0.02% 206
2022
Q2 		$76K Buy
4,816
+380
+9% +$6.47K 0.01% 225
2022
Q1 		$81K Buy
4,436
+3,544
+397% +$65.9K 0.01% 243
2021
Q4 		$17K Buy
892
+20
+2% +$393 ﹤0.01% 511
2021
Q3 		$17K Sell
872
-64
-7% -$1.27K ﹤0.01% 530
2021
Q2 		$18K Buy
936
+816
+680% +$16.1K ﹤0.01% 526
2021
Q1 		$2K Hold
120
– – ﹤0.01% 819
2020
Q4 		$2K Buy
120
+58
+94% +$978 ﹤0.01% 745
2020
Q3 		$1K Buy
+62
New +$974 ﹤0.01% 744
2016
Q1 		– Sell
-2,452
Closed -$34K – 713
2015
Q4 		$34K Buy
+2,452
New +$35.1K 0.02% 259

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Focused Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 1,972 shares — an estimated $36.4K sold.

Focused Wealth Management first reported a position in SCHF in Q4 2015 and held it in 15 quarters. The position peaked at $113K in Q2 2023. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

  • Focused Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,972 Schwab International Equity ETF shares in Q1 2024, an estimated $36.4K.
  • Focused Wealth Management first reported a position in Schwab International Equity ETF in Q4 2015 and held it in 15 quarters.
  • Focused Wealth Management's Schwab International Equity ETF position peaked at $113K in Q2 2023.
  • 1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.