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

McClarren 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	-8,378	Closed	-$155K	–	411
2023 Q4	$155K	Buy	8,378 +164	+2%	+$2.85K	0.12%	82
2023 Q3	$139K	Hold	8,214	–	–	0.12%	82
2023 Q2	$146K	Buy	8,214 +1,040	+14%	+$18.5K	0.12%	81
2023 Q1	$124K	Hold	7,174	–	–	0.11%	88
2022 Q4	$115K	Buy	+7,174	New	+$112K	0.11%	93

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

McClarren Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 8,378 shares — an estimated $155K sold.

McClarren Financial Advisors first reported a position in SCHF in Q4 2022 and held it in 5 quarters. The position peaked at $155K in Q4 2023. 1,117 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

McClarren Financial Advisors reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
McClarren Financial Advisors sold 8,378 Schwab International Equity ETF shares in Q1 2024, an estimated $155K.
McClarren Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2022 and held it in 5 quarters.
McClarren Financial Advisors's Schwab International Equity ETF position peaked at $155K in Q4 2023.
1,117 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.