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Oliver Lagore Vanvalin Investment Group’s Schwab International Equity ETF SCHF Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q3 		– Sell
-140
Closed -$2.69K – 755
2024
Q2 		$2.69K Sell
140
-70
-33% -$1.35K ﹤0.01% 573
2024
Q1 		$4.1K Sell
210
-76
-27% -$1.42K ﹤0.01% 538
2023
Q4 		$5.29K Sell
286
-52
-15% -$902 ﹤0.01% 516
2023
Q3 		$5.74K Sell
338
-534
-61% -$9.43K ﹤0.01% 527
2023
Q2 		$15.5K Buy
+872
New +$15.5K 0.01% 400

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SCHF Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Schwab International Equity ETF (SCHF) in Q3 2024, closing a stake of 140 shares — an estimated $2.69K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHF in Q2 2023 and held it in 5 quarters. The position peaked at $15.5K in Q2 2023. 1,194 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Schwab International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 140 Schwab International Equity ETF shares in Q3 2024, an estimated $2.69K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Schwab International Equity ETF in Q2 2023 and held it in 5 quarters.
  • Oliver Lagore Vanvalin Investment Group's Schwab International Equity ETF position peaked at $15.5K in Q2 2023.
  • 1,194 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.