GW & Wade’s Schwab International Equity ETF SCHF Stock Holding History

GW & Wade’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	$1.09M	Buy	58,872 +13,518	+30%	+$235K	0.04%	216
2023 Q3	$770K	Hold	45,354	–	–	0.03%	234
2023 Q2	$808K	Buy	45,354 +30	+0.1%	+$533	0.03%	230
2023 Q1	$789K	Sell	45,324 -110	-0.2%	-$1.88K	0.03%	223
2022 Q4	$732K	Buy	+45,434	New	+$709K	0.03%	219
2022 Q3	–	Sell	-92,942	Closed	-$1.46M	–	400
2022 Q2	$1.46M	Buy	92,942 +2,670	+3%	+$45.5K	0.07%	161
2022 Q1	$1.66M	Buy	90,272 +44,686	+98%	+$831K	0.07%	152
2021 Q4	$886K	Sell	45,586 -38,520	-46%	-$756K	0.04%	197
2021 Q3	$1.63M	Sell	84,106 -644	-0.8%	-$12.8K	0.08%	149
2021 Q2	$1.67M	Buy	+84,750	New	+$1.68M	0.08%	147

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GW & Wade's SCHF Position: Q4 2023 in Review

GW & Wade increased its Schwab International Equity ETF (SCHF) stake by 30% in Q4 2023, buying an estimated $235K and bringing the position to 58,872 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #216.

GW & Wade first reported a position in SCHF in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.67M in Q2 2021. 1,112 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

GW & Wade held 58,872 shares of Schwab International Equity ETF worth $1.09M as of Q4 2023.
GW & Wade bought 13,518 Schwab International Equity ETF shares in Q4 2023, an estimated $235K.
Schwab International Equity ETF made up 0.04% of GW & Wade's portfolio in Q4 2023, its #216 holding.
GW & Wade first reported a position in Schwab International Equity ETF in Q2 2021 and has held it in 10 quarters since.
GW & Wade's Schwab International Equity ETF position peaked at $1.67M in Q2 2021.
1,112 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.