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Harvest Group Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Harvest Group Wealth Management’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
Q1 		$191K Sell
10,998
-2,484
-18% -$42.5K 0.12% 50
2022
Q4 		$217K Sell
13,482
-1,032
-7% -$16.1K 0.14% 52
2022
Q3 		$211K Sell
14,514
-1,942
-12% -$30.5K 0.14% 53
2022
Q2 		$268K Sell
16,456
-9,292
-36% -$158K 0.17% 52
2022
Q1 		$473K Sell
25,748
-327,884
-93% -$6.09M 0.27% 41
2021
Q4 		$6.87M Buy
353,632
+23,942
+7% +$470K 3.86% 15
2021
Q3 		$6.38M Buy
329,690
+9,758
+3% +$194K 3.75% 14
2021
Q2 		$6.31M Buy
319,932
+30,168
+10% +$596K 3.76% 13
2021
Q1 		$5.68M Buy
289,764
+94,676
+49% +$1.77M 3.57% 13
2020
Q4 		$3.51M Buy
195,088
+30,080
+18% +$507K 2.1% 17
2020
Q3 		$2.59M Buy
165,008
+15,546
+10% +$244K 1.8% 17
2020
Q2 		$2.22M Buy
149,462
+116,306
+351% +$1.63M 1.86% 16
2020
Q1 		$428K Buy
33,156
+21,822
+193% +$336K 0.43% 23
2019
Q4 		$190K Sell
11,334
-241,032
-96% -$3.97M 0.17% 35
2019
Q3 		$4.02M Buy
252,366
+11,400
+5% +$179K 4.94% 10
2019
Q2 		$3.87M Sell
240,966
-4,878
-2% -$77.2K 4.99% 10
2019
Q1 		$3.85M Buy
+245,844
New +$3.75M 3.54% 11
2018
Q3 		– Sell
-958,184
Closed -$15.8M – 35
2018
Q2 		$15.8M Buy
958,184
+242
+0% +$4.11K 10.93% 3
2018
Q1 		$16.1M Buy
957,942
+6,838
+0.7% +$118K 10.9% 3
2017
Q4 		$16.2M Buy
+951,104
New +$16.2M 9.87% 3

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Harvest Group Wealth Management's SCHF Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 18% in Q1 2023, selling an estimated $42.5K and leaving 10,998 shares worth $191K. The position accounts for 0.12% of the portfolio, ranked #50.

Harvest Group Wealth Management first reported a position in SCHF in Q4 2017 and has held it in 20 quarters since. The position peaked at $16.2M in Q4 2017. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

  • Harvest Group Wealth Management held 10,998 shares of Schwab International Equity ETF worth $191K as of Q1 2023.
  • Harvest Group Wealth Management sold 2,484 Schwab International Equity ETF shares in Q1 2023, an estimated $42.5K.
  • Schwab International Equity ETF made up 0.12% of Harvest Group Wealth Management's portfolio in Q1 2023, its #50 holding.
  • Harvest Group Wealth Management first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 20 quarters since.
  • Harvest Group Wealth Management's Schwab International Equity ETF position peaked at $16.2M in Q4 2017.
  • 996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.