O'Dell Group’s Schwab International Equity ETF SCHF Stock Holding History

O'Dell 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
2024 Q1	–	Sell	-694	Closed	-$12.8K	–	400
2023 Q4	$12.8K	Buy	+694	New	+$12K	﹤0.01%	327
2023 Q3	–	Sell	-694	Closed	-$12.4K	–	398
2023 Q2	$12.4K	Buy	+694	New	+$12.3K	﹤0.01%	324
2022 Q4	–	Sell	-930	Closed	-$13K	–	333
2022 Q3	$13K	Hold	930	–	–	﹤0.01%	274
2022 Q2	$15K	Hold	930	–	–	0.01%	250
2022 Q1	$17K	Hold	930	–	–	0.01%	274
2021 Q4	$18K	Sell	930 -60	-6%	-$1.18K	0.01%	253
2021 Q3	$19K	Buy	+990	New	+$19.7K	0.01%	241

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

O'Dell Group's SCHF Position: Q1 2024 in Review

O'Dell Group sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 694 shares — an estimated $12.8K sold.

O'Dell Group first reported a position in SCHF in Q3 2021 and held it in 7 quarters. The position peaked at $19K in Q3 2021. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

O'Dell Group reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 694 Schwab International Equity ETF shares in Q1 2024, an estimated $12.8K.
O'Dell Group first reported a position in Schwab International Equity ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's Schwab International Equity ETF position peaked at $19K in Q3 2021.
1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.