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

McGlone Suttner 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
2024
Q1 		– Sell
-490
Closed -$9.05K – 655
2023
Q4 		$9.05K Buy
+490
New +$8.5K ﹤0.01% 523

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Financial Engines Advisors
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CSIA
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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

McGlone Suttner Wealth Management's SCHF Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 490 shares — an estimated $9.05K sold.

McGlone Suttner Wealth Management first reported a position in SCHF in Q4 2023 and held it in 1 quarter. The position peaked at $9.05K in Q4 2023. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 490 Schwab International Equity ETF shares in Q1 2024, an estimated $9.05K.
  • McGlone Suttner Wealth Management first reported a position in Schwab International Equity ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Schwab International Equity ETF position peaked at $9.05K in Q4 2023.
  • 1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.