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Freedom Wealth Alliance’s Schwab International Equity ETF SCHF Stock Holding History

Freedom Wealth Alliance’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
2023
Q3 		$1.14M Sell
67,082
-3,732
-5% -$65.9K 1.87% 11
2023
Q2 		$1.3M Sell
70,814
-1,602
-2% -$28.4K 1.81% 10
2023
Q1 		$1.26M Buy
72,416
+14,514
+25% +$249K 1.89% 11
2022
Q4 		$933K Buy
+57,902
New +$904K 1.31% 11

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

Freedom Wealth Alliance's SCHF Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its Schwab International Equity ETF (SCHF) stake by 5.3% in Q3 2023, selling an estimated $65.9K and leaving 67,082 shares worth $1.14M. The position accounts for 1.87% of the portfolio, ranked #11.

Freedom Wealth Alliance first reported a position in SCHF in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.3M in Q2 2023. 1,010 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

  • Freedom Wealth Alliance held 67,082 shares of Schwab International Equity ETF worth $1.14M as of Q3 2023.
  • Freedom Wealth Alliance sold 3,732 Schwab International Equity ETF shares in Q3 2023, an estimated $65.9K.
  • Schwab International Equity ETF made up 1.87% of Freedom Wealth Alliance's portfolio in Q3 2023, its #11 holding.
  • Freedom Wealth Alliance first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Schwab International Equity ETF position peaked at $1.3M in Q2 2023.
  • 1,010 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.