Journey Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

Journey 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
2022 Q4	–	Sell	-49,368	Closed	-$694K	–	239
2022 Q3	$694K	Sell	49,368 -374	-0.8%	-$5.87K	0.18%	112
2022 Q2	$822K	Sell	49,742 -372	-0.7%	-$6.34K	0.19%	109
2022 Q1	$920K	Sell	50,114 -754	-1%	-$14K	0.23%	93
2021 Q4	$989K	Buy	50,868 +452	+0.9%	+$8.88K	0.27%	80
2021 Q3	$976K	Buy	50,416 +10,074	+25%	+$200K	0.32%	76
2021 Q2	$796K	Sell	40,342 -2,126	-5%	-$42K	0.25%	88
2021 Q1	$799K	Sell	42,468 -202	-0.5%	-$3.77K	0.28%	80
2020 Q4	$768K	Buy	+42,670	New	+$720K	0.29%	74

Other funds holding SCHF

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

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

Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Journey Advisory Group's SCHF Position: Q4 2022 in Review

Journey Advisory Group sold out of Schwab International Equity ETF (SCHF) in Q4 2022, closing a stake of 49,368 shares — an estimated $694K sold.

Journey Advisory Group first reported a position in SCHF in Q4 2020 and held it in 8 quarters. The position peaked at $989K in Q4 2021. 982 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

Journey Advisory Group reported no remaining Schwab International Equity ETF position as of Q4 2022 after selling out during the quarter.
Journey Advisory Group sold 49,368 Schwab International Equity ETF shares in Q4 2022, an estimated $694K.
Journey Advisory Group first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 8 quarters.
Journey Advisory Group's Schwab International Equity ETF position peaked at $989K in Q4 2021.
982 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on Journey Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.