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

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Monumental Financial Group's SCHF Position: Q3 2023 in Review

Monumental Financial Group sold out of Schwab International Equity ETF (SCHF) in Q3 2023, closing a stake of 249,698 shares — an estimated $4.45M sold.

Monumental Financial Group first reported a position in SCHF in Q2 2021 and held it in 9 quarters. The position peaked at $6.83M in Q1 2022. 1,008 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

Monumental Financial Group reported no remaining Schwab International Equity ETF position as of Q3 2023 after selling out during the quarter.
Monumental Financial Group sold 249,698 Schwab International Equity ETF shares in Q3 2023, an estimated $4.45M.
Monumental Financial Group first reported a position in Schwab International Equity ETF in Q2 2021 and held it in 9 quarters.
Monumental Financial Group's Schwab International Equity ETF position peaked at $6.83M in Q1 2022.
1,008 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

Based on Monumental Financial Group's 13F filing for Q3 2023, filed 13 Oct 2023.