InterOcean Capital Group’s Schwab International Equity ETF SCHF Stock Holding History

InterOcean Capital Group’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 Q1	$335K	Sell	17,168 -7,250	-30%	-$136K	0.01%	369
2023 Q4	$451K	Buy	24,418 +768	+3%	+$13.3K	0.01%	309
2023 Q3	$402K	Buy	23,650 +4,828	+26%	+$85.3K	0.01%	304
2023 Q2	$336K	Sell	18,822 -3,452	-15%	-$61.3K	0.01%	338
2023 Q1	$388K	Buy	22,274 +2,812	+14%	+$48.1K	0.01%	286
2022 Q4	$313K	Sell	19,462 -314	-2%	-$4.9K	0.01%	321
2022 Q3	$278K	Sell	19,776 -14,436	-42%	-$227K	0.01%	320
2022 Q2	$538K	Buy	34,212 +20,770	+155%	+$354K	0.02%	225
2022 Q1	$247K	Buy	+13,442	New	+$250K	0.01%	239
2021 Q1	–	Sell	-20,558	Closed	-$370K	–	257
2020 Q4	$370K	Buy	+20,558	New	+$347K	0.02%	158

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 28.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

InterOcean Capital Group's SCHF Position: Q1 2024 in Review

InterOcean Capital Group reduced its Schwab International Equity ETF (SCHF) stake by 30% in Q1 2024, selling an estimated $136K and leaving 17,168 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #369.

InterOcean Capital Group first reported a position in SCHF in Q4 2020 and has held it in 10 quarters since. The position peaked at $538K in Q2 2022. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

InterOcean Capital Group held 17,168 shares of Schwab International Equity ETF worth $335K as of Q1 2024.
InterOcean Capital Group sold 7,250 Schwab International Equity ETF shares in Q1 2024, an estimated $136K.
Schwab International Equity ETF made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #369 holding.
InterOcean Capital Group first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 10 quarters since.
InterOcean Capital Group's Schwab International Equity ETF position peaked at $538K in Q2 2022.
1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.