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Gen-Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History

Gen-Wealth Partners’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
2025
Q1 		– Sell
-278
Closed -$5.15K – 658
2024
Q4 		$5.15K Sell
278
-242
-47% -$4.72K ﹤0.01% 524
2024
Q3 		$5.12K Buy
520
+286
+122% +$5.66K ﹤0.01% 541
2024
Q2 		$4.5K Buy
234
+14
+6% +$271 ﹤0.01% 530
2024
Q1 		$4.29K Buy
+220
New +$4.11K ﹤0.01% 526

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Financial Engines Advisors
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Gen-Wealth Partners's SCHF Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 278 shares — an estimated $5.15K sold.

Gen-Wealth Partners first reported a position in SCHF in Q1 2024 and held it in 4 quarters. The position peaked at $5.15K in Q4 2024. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Gen-Wealth Partners reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 278 Schwab International Equity ETF shares in Q1 2025, an estimated $5.15K.
  • Gen-Wealth Partners first reported a position in Schwab International Equity ETF in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's Schwab International Equity ETF position peaked at $5.15K in Q4 2024.
  • 1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.