Jamison Private Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Jamison Private Wealth Management’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 Q4	–	Sell	-1,544	Closed	-$31.8K	–	418
2024 Q3	$31.8K	Sell	1,544 -118	-7%	-$2.33K	﹤0.01%	274
2024 Q2	$31.9K	Sell	1,662 -308	-16%	-$5.96K	0.01%	266
2024 Q1	$38.4K	Sell	1,970 -170	-8%	-$3.18K	0.01%	264
2023 Q4	$39.5K	Buy	2,140 +26	+1%	+$451	0.01%	245
2023 Q3	$35.9K	Buy	+2,114	New	+$37.3K	0.01%	243

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jamison Private Wealth Management's SCHF Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q4 2024, closing a stake of 1,544 shares — an estimated $31.8K sold.

Jamison Private Wealth Management first reported a position in SCHF in Q3 2023 and held it in 5 quarters. The position peaked at $39.5K in Q4 2023. 1,293 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

Jamison Private Wealth Management reported no remaining Schwab International Equity ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 1,544 Schwab International Equity ETF shares in Q4 2024, an estimated $31.8K.
Jamison Private Wealth Management first reported a position in Schwab International Equity ETF in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Schwab International Equity ETF position peaked at $39.5K in Q4 2023.
1,293 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.