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Goldstone Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Goldstone Financial Group’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
-13,176
Closed -$244K – 214
2024
Q4 		$244K Buy
+13,176
New +$257K 0.04% 180
2023
Q2 		– Sell
-27,380
Closed -$476K – 171
2023
Q1 		$476K Buy
+27,380
New +$469K 0.16% 87

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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

Goldstone Financial Group's SCHF Position: Q1 2025 in Review

Goldstone Financial Group sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 13,176 shares — an estimated $244K sold.

Goldstone Financial Group first reported a position in SCHF in Q1 2023 and held it in 2 quarters. The position peaked at $476K in Q1 2023. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Goldstone Financial Group reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 13,176 Schwab International Equity ETF shares in Q1 2025, an estimated $244K.
  • Goldstone Financial Group first reported a position in Schwab International Equity ETF in Q1 2023 and held it in 2 quarters.
  • Goldstone Financial Group's Schwab International Equity ETF position peaked at $476K in Q1 2023.
  • 1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Goldstone Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.