Level Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Level Financial Advisors’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 Q1	–	Sell	-1,140	Closed	-$21.1K	–	219
2023 Q4	$21.1K	Buy	1,140 +708	+164%	+$12.3K	0.01%	155
2023 Q3	$7.34K	Sell	432 -2	-0.5%	-$35	﹤0.01%	202
2023 Q2	$7.75K	Sell	434 -440	-50%	-$7.81K	﹤0.01%	202
2023 Q1	$15.2K	Hold	874	–	–	0.01%	152
2022 Q4	$14K	Sell	874 -972	-53%	-$15.2K	0.01%	146
2022 Q3	$26K	Sell	1,846 -1,728	-48%	-$27.1K	0.02%	124
2022 Q2	$56K	Sell	3,574 -318	-8%	-$5.42K	0.04%	95
2022 Q1	$71K	Sell	3,892 -1,676	-30%	-$31.2K	0.05%	72
2021 Q4	$108K	Buy	+5,568	New	+$109K	0.08%	59

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Level Financial Advisors's SCHF Position: Q1 2024 in Review

Level Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 1,140 shares — an estimated $21.1K sold.

Level Financial Advisors first reported a position in SCHF in Q4 2021 and held it in 9 quarters. The position peaked at $108K in Q4 2021. 1,117 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

Level Financial Advisors reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 1,140 Schwab International Equity ETF shares in Q1 2024, an estimated $21.1K.
Level Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Schwab International Equity ETF position peaked at $108K in Q4 2021.
1,117 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.