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Investors Asset Management of Georgia’s Schwab International Equity ETF SCHF Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-3,038
Closed -$43K – 448
2022
Q3 		$43K Sell
3,038
-4,982
-62% -$78.2K 0.02% 330
2022
Q2 		$126K Buy
+8,020
New +$137K 0.07% 186

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $391M AUM 18.18% 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 $424B AUM 22.96% 1-Year Est. Return

Investors Asset Management of Georgia's SCHF Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Schwab International Equity ETF (SCHF) in Q4 2022, closing a stake of 3,038 shares — an estimated $43K sold.

Investors Asset Management of Georgia first reported a position in SCHF in Q2 2022 and held it in 2 quarters. The position peaked at $126K in Q2 2022. 983 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Schwab International Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 3,038 Schwab International Equity ETF shares in Q4 2022, an estimated $43K.
  • Investors Asset Management of Georgia first reported a position in Schwab International Equity ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Schwab International Equity ETF position peaked at $126K in Q2 2022.
  • 983 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.