IRAG
SCHF icon

Investment Research & Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

Investment Research & Advisory 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
2023
Q3 		– Sell
-4,124
Closed -$73.5K – 230
2023
Q2 		$73.5K Buy
+4,124
New +$73.2K 0.04% 89

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Investment Research & Advisory Group's SCHF Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of Schwab International Equity ETF (SCHF) in Q3 2023, closing a stake of 4,124 shares — an estimated $73.5K sold.

Investment Research & Advisory Group first reported a position in SCHF in Q2 2023 and held it in 1 quarter. The position peaked at $73.5K in Q2 2023. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

  • Investment Research & Advisory Group reported no remaining Schwab International Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 4,124 Schwab International Equity ETF shares in Q3 2023, an estimated $73.5K.
  • Investment Research & Advisory Group first reported a position in Schwab International Equity ETF in Q2 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Schwab International Equity ETF position peaked at $73.5K in Q2 2023.
  • 1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.