M&R Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

M&R Capital 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
2024 Q3	$11.5K	Buy	562 +4	+0.7%	+$79	﹤0.01%	375
2024 Q2	$10.7K	Hold	558	–	–	﹤0.01%	360
2024 Q1	$10.9K	Sell	558 -346	-38%	-$6.47K	﹤0.01%	354
2023 Q4	$16.7K	Hold	904	–	–	﹤0.01%	341
2023 Q3	$15.3K	Buy	904 +194	+27%	+$3.43K	﹤0.01%	335
2023 Q2	$12.7K	Buy	710 +528	+290%	+$9.38K	﹤0.01%	362
2023 Q1	$3.17K	Hold	182	–	–	﹤0.01%	484
2022 Q4	$2.93K	Sell	182 -46	-20%	-$718	﹤0.01%	451
2022 Q3	$3K	Buy	228 +164	+256%	+$2.57K	﹤0.01%	404
2022 Q2	$1K	Buy	+64	New	+$1.09K	﹤0.01%	420
2021 Q1	–	Sell	-4	Closed	–	–	439
2020 Q4	$0	Hold	4	–	–	﹤0.01%	462
2020 Q3	$0	Hold	4	–	–	﹤0.01%	472
2020 Q2	$0	Hold	4	–	–	﹤0.01%	486
2020 Q1	$0	Buy	+4	New	+$62	﹤0.01%	492
2018 Q4	–	Sell	-6	Closed	–	–	537
2018 Q3	$0	Buy	6 +4	+200%	+$67	﹤0.01%	546
2018 Q2	$0	Hold	2	–	–	﹤0.01%	538
2018 Q1	$0	Buy	+2	New	+$34	﹤0.01%	550
2017 Q4	–	Sell	-6	Closed	–	–	562
2017 Q3	$0	Hold	6	–	–	﹤0.01%	564
2017 Q2	$0	Buy	+6	New	+$93	﹤0.01%	568

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

M&R Capital Management's SCHF Position: Q3 2024 in Review

M&R Capital Management increased its Schwab International Equity ETF (SCHF) stake by 0.72% in Q3 2024, buying an estimated $79 and bringing the position to 562 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

M&R Capital Management first reported a position in SCHF in Q2 2017 and has held it in 19 quarters since. The position peaked at $16.7K in Q4 2023. 1,195 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

M&R Capital Management held 562 shares of Schwab International Equity ETF worth $11.5K as of Q3 2024.
M&R Capital Management bought 4 Schwab International Equity ETF shares in Q3 2024, an estimated $79.
Schwab International Equity ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #375 holding.
M&R Capital Management first reported a position in Schwab International Equity ETF in Q2 2017 and has held it in 19 quarters since.
M&R Capital Management's Schwab International Equity ETF position peaked at $16.7K in Q4 2023.
1,195 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.