New England Capital Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

New England Capital Financial 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 Q1	–	Sell	-4,730	Closed	-$87.4K	–	415
2023 Q4	$87.4K	Buy	4,730 +330	+8%	+$5.72K	0.05%	82
2023 Q3	$74.7K	Hold	4,400	–	–	0.05%	85
2023 Q2	$78.4K	Sell	4,400 -2,800	-39%	-$49.7K	0.05%	85
2023 Q1	$125K	Hold	7,200	–	–	0.09%	63
2022 Q4	$125K	Buy	+7,200	New	+$112K	0.09%	63

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

New England Capital Financial Advisors's SCHF Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 4,730 shares — an estimated $87.4K sold.

New England Capital Financial Advisors first reported a position in SCHF in Q4 2022 and held it in 5 quarters. The position peaked at $125K in Q4 2022. 1,117 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

New England Capital Financial Advisors reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 4,730 Schwab International Equity ETF shares in Q1 2024, an estimated $87.4K.
New England Capital Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2022 and held it in 5 quarters.
New England Capital Financial Advisors's Schwab International Equity ETF position peaked at $125K in Q4 2022.
1,117 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.