MSH Capital Advisors’s Schwab International Equity ETF SCHF Stock Holding History

MSH Capital 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
2023 Q2	–	Sell	-11,916	Closed	-$207K	–	222
2023 Q1	$207K	Sell	11,916 -540	-4%	-$9.25K	0.09%	187
2022 Q4	$201K	Sell	12,456 -2,010	-14%	-$31.4K	0.09%	190
2022 Q3	$203K	Sell	14,466 -3,000	-17%	-$47.1K	0.1%	180
2022 Q2	$275K	Sell	17,466 -4,296	-20%	-$73.2K	0.13%	153
2022 Q1	$400K	Buy	21,762 +9,816	+82%	+$182K	0.16%	130
2021 Q4	$232K	Buy	+11,946	New	+$235K	0.1%	164

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

MSH Capital Advisors's SCHF Position: Q2 2023 in Review

MSH Capital Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2023, closing a stake of 11,916 shares — an estimated $207K sold.

MSH Capital Advisors first reported a position in SCHF in Q4 2021 and held it in 6 quarters. The position peaked at $400K in Q1 2022. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

MSH Capital Advisors reported no remaining Schwab International Equity ETF position as of Q2 2023 after selling out during the quarter.
MSH Capital Advisors sold 11,916 Schwab International Equity ETF shares in Q2 2023, an estimated $207K.
MSH Capital Advisors first reported a position in Schwab International Equity ETF in Q4 2021 and held it in 6 quarters.
MSH Capital Advisors's Schwab International Equity ETF position peaked at $400K in Q1 2022.
1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on MSH Capital Advisors's 13F filing for Q2 2023, filed 14 Feb 2025.