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

Ledge 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
2023 Q4	$3.29M	Sell	178,196 -2,452	-1%	-$42.5K	1.28%	17
2023 Q3	$3.07M	Buy	180,648 +11,586	+7%	+$205K	1.38%	17
2023 Q2	$3.01M	Sell	169,062 -10,292	-6%	-$183K	1.44%	18
2023 Q1	$3.12M	Sell	179,354 -11,242	-6%	-$192K	1.48%	17
2022 Q4	$3.07M	Buy	190,596 +55,396	+41%	+$865K	1.4%	17
2022 Q3	$1.9M	Sell	135,200 -27,366	-17%	-$430K	1.16%	22
2022 Q2	$2.56M	Buy	162,566 +40,504	+33%	+$690K	1.57%	17
2022 Q1	$2.24M	Buy	+122,062	New	+$2.27M	1.39%	14

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ledge Wealth Management's SCHF Position: Q4 2023 in Review

Ledge Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 1.4% in Q4 2023, selling an estimated $42.5K and leaving 178,196 shares worth $3.29M. The position accounts for 1.28% of the portfolio, ranked #17.

Ledge Wealth Management first reported a position in SCHF in Q1 2022 and has held it in 8 quarters since. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Ledge Wealth Management held 178,196 shares of Schwab International Equity ETF worth $3.29M as of Q4 2023.
Ledge Wealth Management sold 2,452 Schwab International Equity ETF shares in Q4 2023, an estimated $42.5K.
Schwab International Equity ETF made up 1.28% of Ledge Wealth Management's portfolio in Q4 2023, its #17 holding.
Ledge Wealth Management first reported a position in Schwab International Equity ETF in Q1 2022 and has held it in 8 quarters since.
1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.