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HoyleCohen’s Schwab International Equity ETF SCHF Stock Holding History

HoyleCohen’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
Q2 		$8.3M Sell
432,252
-8,362
-2% -$162K 0.63% 43
2024
Q1 		$8.6M Buy
440,614
+14,692
+3% +$275K 0.66% 44
2023
Q4 		$7.87M Buy
425,922
+13,552
+3% +$235K 0.64% 46
2023
Q3 		$7M Buy
412,370
+35,710
+9% +$631K 0.65% 44
2023
Q2 		$6.71M Buy
376,660
+37,902
+11% +$673K 0.59% 50
2023
Q1 		$5.89M Buy
338,758
+56,052
+20% +$960K 0.55% 54
2022
Q4 		$4.55M Sell
282,706
-7,348
-3% -$115K 0.45% 67
2022
Q3 		$4.08M Sell
290,054
-5,002
-2% -$78.5K 0.45% 64
2022
Q2 		$4.64M Sell
295,056
-14,742
-5% -$251K 0.48% 58
2022
Q1 		$5.69M Sell
309,798
-1,956
-0.6% -$36.4K 0.49% 57
2021
Q4 		$6.06M Buy
311,754
+5,532
+2% +$109K 0.5% 52
2021
Q3 		$5.92M Sell
306,222
-206
-0.1% -$4.1K 0.56% 51
2021
Q2 		$6.04K Buy
306,428
+15,996
+6% +$316K 0.47% 51
2021
Q1 		$5.46M Buy
290,432
+24,072
+9% +$449K 0.56% 49
2020
Q4 		$4.8M Sell
266,360
-2,808
-1% -$47.4K 0.55% 51
2020
Q3 		$4.23M Buy
269,168
+55,690
+26% +$875K 0.62% 44
2020
Q2 		$3.17M Sell
213,478
-1,690
-0.8% -$23.8K 0.53% 57
2020
Q1 		$2.78M Sell
215,168
-7,010
-3% -$108K 0.55% 55
2019
Q4 		$3.74M Buy
222,178
+1,528
+0.7% +$25.1K 0.59% 49
2019
Q3 		$3.52M Sell
220,650
-1,370
-0.6% -$21.6K 0.6% 49
2019
Q2 		$3.56M Buy
222,020
+2,186
+1% +$34.6K 0.62% 48
2019
Q1 		$3.44M Buy
219,834
+14,924
+7% +$228K 0.61% 51
2018
Q4 		$2.9M Buy
204,910
+17,116
+9% +$262K 0.59% 51
2018
Q3 		$3.15M Buy
187,794
+28
+0% +$466 0.59% 49
2018
Q2 		$3.1M Sell
187,766
-96
-0.1% -$1.63K 0.63% 46
2018
Q1 		$3.17M Buy
187,862
+12,264
+7% +$211K 0.64% 47
2017
Q4 		$2.99M Buy
+175,598
New +$2.99M 0.59% 53

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 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

HoyleCohen's SCHF Position: Q2 2024 in Review

HoyleCohen reduced its Schwab International Equity ETF (SCHF) stake by 1.9% in Q2 2024, selling an estimated $162K and leaving 432,252 shares worth $8.3M. The position accounts for 0.63% of the portfolio, ranked #43.

HoyleCohen first reported a position in SCHF in Q4 2017 and has held it in 27 quarters since. The position peaked at $8.6M in Q1 2024. 1,127 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

  • HoyleCohen held 432,252 shares of Schwab International Equity ETF worth $8.3M as of Q2 2024.
  • HoyleCohen sold 8,362 Schwab International Equity ETF shares in Q2 2024, an estimated $162K.
  • Schwab International Equity ETF made up 0.63% of HoyleCohen's portfolio in Q2 2024, its #43 holding.
  • HoyleCohen first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's Schwab International Equity ETF position peaked at $8.6M in Q1 2024.
  • 1,127 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.