GSC
SCHF icon

Ground Swell Capital’s Schwab International Equity ETF SCHF Stock Holding History

Ground Swell Capital’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
Q4 		– Sell
-14,270
Closed -$242K – 109
2023
Q3 		$242K Buy
+14,270
New +$252K 0.4% 36

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ground Swell Capital's SCHF Position: Q4 2023 in Review

Ground Swell Capital sold out of Schwab International Equity ETF (SCHF) in Q4 2023, closing a stake of 14,270 shares — an estimated $242K sold.

Ground Swell Capital first reported a position in SCHF in Q3 2023 and held it in 1 quarter. The position peaked at $242K in Q3 2023. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

  • Ground Swell Capital reported no remaining Schwab International Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Ground Swell Capital sold 14,270 Schwab International Equity ETF shares in Q4 2023, an estimated $242K.
  • Ground Swell Capital first reported a position in Schwab International Equity ETF in Q3 2023 and held it in 1 quarter.
  • Ground Swell Capital's Schwab International Equity ETF position peaked at $242K in Q3 2023.
  • 1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Ground Swell Capital's 13F filing for Q4 2023, filed 13 Feb 2024.