GoalVest Advisory’s Schwab International Equity ETF SCHF Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-1,274	Closed	-$22.2K	–	402
2023 Q1	$22.2K	Buy	+1,274	New	+$21.8K	0.01%	157
2022 Q4	–	Sell	-540	Closed	-$8K	–	261
2022 Q3	$8K	Buy	+540	New	+$8.48K	0.01%	199
2022 Q2	–	Sell	-566	Closed	-$9.64K	–	503
2022 Q1	$10K	Buy	+566	New	+$10.5K	0.01%	244

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

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

GoalVest Advisory's SCHF Position: Q2 2023 in Review

GoalVest Advisory sold out of Schwab International Equity ETF (SCHF) in Q2 2023, closing a stake of 1,274 shares — an estimated $22.2K sold.

GoalVest Advisory first reported a position in SCHF in Q1 2022 and held it in 3 quarters. The position peaked at $22.2K in Q1 2023. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

GoalVest Advisory reported no remaining Schwab International Equity ETF position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 1,274 Schwab International Equity ETF shares in Q2 2023, an estimated $22.2K.
GoalVest Advisory first reported a position in Schwab International Equity ETF in Q1 2022 and held it in 3 quarters.
GoalVest Advisory's Schwab International Equity ETF position peaked at $22.2K in Q1 2023.
1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.