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Gries Financial’s Schwab International Equity ETF SCHF Stock Holding History

Gries Financial’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
Q4 		– Sell
-10,488
Closed -$216K – 299
2024
Q3 		$216K Buy
+10,488
New +$207K 0.04% 255

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
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

Gries Financial's SCHF Position: Q4 2024 in Review

Gries Financial sold out of Schwab International Equity ETF (SCHF) in Q4 2024, closing a stake of 10,488 shares — an estimated $216K sold.

Gries Financial first reported a position in SCHF in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 1,293 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

  • Gries Financial reported no remaining Schwab International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Gries Financial sold 10,488 Schwab International Equity ETF shares in Q4 2024, an estimated $216K.
  • Gries Financial first reported a position in Schwab International Equity ETF in Q3 2024 and held it in 1 quarter.
  • Gries Financial's Schwab International Equity ETF position peaked at $216K in Q3 2024.
  • 1,293 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on Gries Financial's 13F filing for Q4 2024, filed 23 Jan 2025.