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

Merriman 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
Q4 		$621K Sell
33,560
-392
-1% -$7.65K 0.03% 121
2024
Q3 		$698K Sell
33,952
-2,626
-7% -$51.9K 0.03% 123
2024
Q2 		$709K Buy
36,578
+7,448
+26% +$144K 0.03% 120
2024
Q1 		$568K Buy
29,130
+2,064
+8% +$38.6K 0.03% 127
2023
Q4 		$500K Sell
27,066
-3,316
-11% -$57.5K 0.02% 131
2023
Q3 		$516K Sell
30,382
-366
-1% -$6.46K 0.03% 116
2023
Q2 		$548K Sell
30,748
-2,276
-7% -$40.4K 0.03% 131
2023
Q1 		$575K Sell
33,024
-1,090
-3% -$18.7K 0.03% 121
2022
Q4 		$549K Buy
34,114
+18,370
+117% +$287K 0.03% 135
2022
Q3 		$221K Sell
15,744
-93,372
-86% -$1.47M 0.01% 158
2022
Q2 		$1.72M Buy
109,116
+10,512
+11% +$179K 0.12% 46
2022
Q1 		$1.81M Sell
98,604
-1,574
-2% -$29.3K 0.15% 57
2021
Q4 		$1.95M Sell
100,178
-1,018
-1% -$20K 0.14% 71
2021
Q3 		$1.96M Hold
101,196
– – 0.16% 69
2021
Q2 		$2M Buy
101,196
+410
+0.4% +$8.1K 0.17% 82
2021
Q1 		$1.9M Sell
100,786
-3,042
-3% -$56.7K 0.22% 69
2020
Q4 		$1.87M Sell
103,828
-16,534
-14% -$279K 0.2% 77
2020
Q3 		$1.89M Sell
120,362
-3,584
-3% -$56.3K 0.28% 59
2020
Q2 		$1.84M Sell
123,946
-20,232
-14% -$284K 0.29% 58
2020
Q1 		$1.86M Buy
144,178
+30,084
+26% +$463K 0.41% 39
2019
Q4 		$1.92M Sell
114,094
-37,046
-25% -$610K 0.37% 60
2019
Q3 		$2.41M Sell
151,140
-2,306
-2% -$36.3K 0.49% 53
2019
Q2 		$24.7K Sell
153,446
-2,698
-2% -$42.7K 0.48% 53
2019
Q1 		$2.44M Sell
156,144
-45,122
-22% -$688K 0.46% 51
2018
Q4 		$2.91M Buy
+201,266
New +$3.08M 0.63% 25

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Merriman Wealth Management's SCHF Position: Q4 2024 in Review

Merriman Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 1.2% in Q4 2024, selling an estimated $7.65K and leaving 33,560 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #121.

Merriman Wealth Management first reported a position in SCHF in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.91M in Q4 2018. 1,294 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

  • Merriman Wealth Management held 33,560 shares of Schwab International Equity ETF worth $621K as of Q4 2024.
  • Merriman Wealth Management sold 392 Schwab International Equity ETF shares in Q4 2024, an estimated $7.65K.
  • Schwab International Equity ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #121 holding.
  • Merriman Wealth Management first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 25 quarters since.
  • Merriman Wealth Management's Schwab International Equity ETF position peaked at $2.91M in Q4 2018.
  • 1,294 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.