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Life Planning Partners’s Schwab International Equity ETF SCHF Stock Holding History

Life Planning Partners’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
-3,158
Closed -$58.4K – 199
2023
Q4 		$58.4K Buy
+3,158
New +$54.8K 0.06% 98
2022
Q3 		$62.5K Hold
4,442
– – 0.07% 81
2022
Q2 		$70K Hold
4,442
– – 0.08% 75
2022
Q1 		$82K Hold
4,442
– – 0.08% 70
2021
Q4 		$86K Buy
+4,442
New +$87.2K 0.09% 71

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Wealthfront Advisers
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Charles Schwab
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Life Planning Partners's SCHF Position: Q1 2024 in Review

Life Planning Partners sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 3,158 shares — an estimated $58.4K sold.

Life Planning Partners first reported a position in SCHF in Q4 2021 and held it in 5 quarters. The position peaked at $86K in Q4 2021. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

  • Life Planning Partners reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 3,158 Schwab International Equity ETF shares in Q1 2024, an estimated $58.4K.
  • Life Planning Partners first reported a position in Schwab International Equity ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Schwab International Equity ETF position peaked at $86K in Q4 2021.
  • 1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.