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

Opal 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
2024
Q3 		– Sell
-152
Closed -$2.92K – 985
2024
Q2 		$2.92K Buy
+152
New +$2.94K ﹤0.01% 895

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Wealthfront Advisers
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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

Opal Wealth Advisors's SCHF Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q3 2024, closing a stake of 152 shares — an estimated $2.92K sold.

Opal Wealth Advisors first reported a position in SCHF in Q2 2024 and held it in 1 quarter. The position peaked at $2.92K in Q2 2024. 1,194 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 152 Schwab International Equity ETF shares in Q3 2024, an estimated $2.92K.
  • Opal Wealth Advisors first reported a position in Schwab International Equity ETF in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Schwab International Equity ETF position peaked at $2.92K in Q2 2024.
  • 1,194 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.