Monumental Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Monumental Financial Group’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
2023 Q3	–	Sell	-249,698	Closed	-$4.45M	–	45
2023 Q2	$4.45M	Sell	249,698 -4,078	-2%	-$72.4K	3%	12
2023 Q1	$4.42M	Sell	253,776 -6,162	-2%	-$106K	3.16%	10
2022 Q4	$4.19M	Sell	259,938 -105,908	-29%	-$1.65M	3.38%	11
2022 Q3	$5.15M	Buy	365,846 +72,660	+25%	+$1.14M	4.87%	10
2022 Q2	$4.61M	Sell	293,186 -78,686	-21%	-$1.34M	4.24%	11
2022 Q1	$6.83M	Buy	371,872 +25,600	+7%	+$476K	5.65%	10
2021 Q4	$6.73M	Buy	346,272 +14,966	+5%	+$294K	4.82%	10
2021 Q3	$6.41M	Buy	331,306 +27,524	+9%	+$547K	5.12%	10
2021 Q2	$5.99M	Buy	+303,782	New	+$6M	5.12%	10

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Financial Engines Advisors

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Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return