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One Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

One Wealth 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
Q1 		– Sell
-1,428
Closed -$23K – 519
2022
Q4 		$23K Buy
+1,428
New +$22.3K 0.01% 507
2022
Q1 		– Sell
-11,166
Closed -$217K – 223
2021
Q4 		$217K Sell
11,166
-2,232
-17% -$43.8K 0.06% 184
2021
Q3 		$259K Buy
+13,398
New +$267K 0.08% 169

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

One Wealth Advisors's SCHF Position: Q1 2023 in Review

One Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2023, closing a stake of 1,428 shares — an estimated $23K sold.

One Wealth Advisors first reported a position in SCHF in Q3 2021 and held it in 3 quarters. The position peaked at $259K in Q3 2021. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

  • One Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 1,428 Schwab International Equity ETF shares in Q1 2023, an estimated $23K.
  • One Wealth Advisors first reported a position in Schwab International Equity ETF in Q3 2021 and held it in 3 quarters.
  • One Wealth Advisors's Schwab International Equity ETF position peaked at $259K in Q3 2021.
  • 996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.