Juncture Wealth Strategies’s Schwab International Equity ETF SCHF Stock Holding History

Juncture Wealth Strategies’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 Q4	–	Sell	-650,630	Closed	-$11M	–	114
2023 Q3	$11M	Buy	650,630 +25,222	+4%	+$446K	5.4%	4
2023 Q2	$11.1M	Buy	625,408 +20,790	+3%	+$369K	5.22%	3
2023 Q1	$10.5M	Buy	+604,618	New	+$10.4M	5.18%	3
2022 Q1	–	Sell	-14,404	Closed	-$280K	–	124
2021 Q4	$280K	Buy	+14,404	New	+$283K	0.13%	110
2019 Q2	–	Sell	-36,232	Closed	-$567K	–	118
2019 Q1	$567K	Buy	36,232 +2,026	+6%	+$30.9K	0.44%	59
2018 Q4	$485K	Buy	+34,206	New	+$523K	0.33%	66
2017 Q1	–	Sell	-34,976	Closed	-$484K	–	85
2016 Q4	$484K	Sell	34,976 -7,044	-17%	-$98.8K	0.34%	62
2016 Q3	$605K	Sell	42,020 -730	-2%	-$10.3K	0.41%	59
2016 Q2	$579K	Sell	42,750 -14,544	-25%	-$199K	0.41%	59
2016 Q1	$777K	Buy	57,294 +31,154	+119%	+$404K	0.57%	44
2015 Q4	$360K	Sell	26,140 -6,268	-19%	-$89.8K	0.27%	69
2015 Q3	$444K	Buy	+32,408	New	+$476K	0.36%	65

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 $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Juncture Wealth Strategies's SCHF Position: Q4 2023 in Review

Juncture Wealth Strategies sold out of Schwab International Equity ETF (SCHF) in Q4 2023, closing a stake of 650,630 shares — an estimated $11M sold.

Juncture Wealth Strategies first reported a position in SCHF in Q3 2015 and held it in 12 quarters. The position peaked at $11.1M in Q2 2023. 1,110 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Juncture Wealth Strategies reported no remaining Schwab International Equity ETF position as of Q4 2023 after selling out during the quarter.
Juncture Wealth Strategies sold 650,630 Schwab International Equity ETF shares in Q4 2023, an estimated $11M.
Juncture Wealth Strategies first reported a position in Schwab International Equity ETF in Q3 2015 and held it in 12 quarters.
Juncture Wealth Strategies's Schwab International Equity ETF position peaked at $11.1M in Q2 2023.
1,110 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Juncture Wealth Strategies's 13F filing for Q4 2023, filed 8 Jan 2024.