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HeadInvest LLC’s Schwab International Equity ETF SCHF Stock Holding History

HeadInvest LLC’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
-3,452
Closed -$57.8K – 598
2023
Q3 		$57.8K Buy
+3,452
New +$61K 0.01% 329

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

HeadInvest LLC's SCHF Position: Q4 2023 in Review

HeadInvest LLC sold out of Schwab International Equity ETF (SCHF) in Q4 2023, closing a stake of 3,452 shares — an estimated $57.8K sold.

HeadInvest LLC first reported a position in SCHF in Q3 2023 and held it in 1 quarter. The position peaked at $57.8K in Q3 2023. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

  • HeadInvest LLC reported no remaining Schwab International Equity ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 3,452 Schwab International Equity ETF shares in Q4 2023, an estimated $57.8K.
  • HeadInvest LLC first reported a position in Schwab International Equity ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Schwab International Equity ETF position peaked at $57.8K in Q3 2023.
  • 1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.