GI
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Gradient Investments’s Schwab International Equity ETF SCHF Stock Holding History

Gradient Investments’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
Q3 		– Sell
-2,190
Closed -$42.1K – 1078
2024
Q2 		$42.1K Sell
2,190
-2,648
-55% -$51.3K ﹤0.01% 518
2024
Q1 		$94.4K Buy
4,838
+2,158
+81% +$40.3K ﹤0.01% 361
2023
Q4 		$49.5K Sell
2,680
-1,302
-33% -$22.6K ﹤0.01% 541
2023
Q3 		$67.6K Buy
3,982
+1,540
+63% +$27.2K ﹤0.01% 447
2023
Q2 		$43.5K Buy
2,442
+760
+45% +$13.5K ﹤0.01% 535
2023
Q1 		$29.3K Sell
1,682
-162
-9% -$2.77K ﹤0.01% 599
2022
Q4 		$29.7K Buy
1,844
+148
+9% +$2.31K ﹤0.01% 603
2022
Q3 		$24K Sell
1,696
-606
-26% -$9.51K ﹤0.01% 635
2022
Q2 		$36K Buy
2,302
+134
+6% +$2.28K ﹤0.01% 524
2022
Q1 		$40K Buy
2,168
+482
+29% +$8.96K ﹤0.01% 517
2021
Q4 		$33K Sell
1,686
-6
-0.4% -$118 ﹤0.01% 566
2021
Q3 		$33K Buy
1,692
+1,422
+527% +$28.3K ﹤0.01% 546
2021
Q2 		$5K Hold
270
– – ﹤0.01% 885
2021
Q1 		$5K Sell
270
-570
-68% -$10.6K ﹤0.01% 893
2020
Q4 		$13K Hold
840
– – ﹤0.01% 651
2020
Q3 		$13K Hold
840
– – ﹤0.01% 655
2020
Q2 		$12K Hold
840
– – ﹤0.01% 618
2020
Q1 		$11K Sell
840
-274
-25% -$4.21K ﹤0.01% 633
2019
Q4 		$19K Hold
1,114
– – ﹤0.01% 574
2019
Q3 		$18K Hold
1,114
– – ﹤0.01% 547
2019
Q2 		$18K Sell
1,114
-368
-25% -$5.82K ﹤0.01% 530
2019
Q1 		$23K Sell
1,482
-2,454
-62% -$37.4K ﹤0.01% 430
2018
Q4 		$56K Buy
3,936
+3,664
+1,347% +$56.1K ﹤0.01% 327
2018
Q3 		$5K Sell
272
-822
-75% -$13.7K ﹤0.01% 746
2018
Q2 		$18K Sell
1,094
-590
-35% -$10K ﹤0.01% 507
2018
Q1 		$28K Buy
1,684
+850
+102% +$14.6K ﹤0.01% 426
2017
Q4 		$14K Buy
+834
New +$14.2K ﹤0.01% 538
2017
Q3 		– Sell
-144
Closed -$2K – 618
2017
Q2 		$2K Buy
+144
New +$2.24K ﹤0.01% 696

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's SCHF Position: Q3 2024 in Review

Gradient Investments sold out of Schwab International Equity ETF (SCHF) in Q3 2024, closing a stake of 2,190 shares — an estimated $42.1K sold.

Gradient Investments first reported a position in SCHF in Q2 2017 and held it in 28 quarters. The position peaked at $94.4K in Q1 2024. 1,194 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

  • Gradient Investments reported no remaining Schwab International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 2,190 Schwab International Equity ETF shares in Q3 2024, an estimated $42.1K.
  • Gradient Investments first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 28 quarters.
  • Gradient Investments's Schwab International Equity ETF position peaked at $94.4K in Q1 2024.
  • 1,194 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.