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Midland Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Midland Wealth 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
Q3 		– Sell
-11,564
Closed -$222K – 224
2024
Q2 		$222K Buy
+11,564
New +$224K 0.01% 203

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Midland Wealth Advisors's SCHF Position: Q3 2024 in Review

Midland Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q3 2024, closing a stake of 11,564 shares — an estimated $222K sold.

Midland Wealth Advisors first reported a position in SCHF in Q2 2024 and held it in 1 quarter. The position peaked at $222K in Q2 2024. 1,196 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

  • Midland Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 11,564 Schwab International Equity ETF shares in Q3 2024, an estimated $222K.
  • Midland Wealth Advisors first reported a position in Schwab International Equity ETF in Q2 2024 and held it in 1 quarter.
  • Midland Wealth Advisors's Schwab International Equity ETF position peaked at $222K in Q2 2024.
  • 1,196 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on Midland Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.