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Petra Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Petra 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
2023
Q2 		– Sell
-280,822
Closed -$7.92M – 120
2023
Q1 		$7.92M Buy
+280,822
New +$4.81M 7.84% 2

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Financial Engines Advisors
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CSIA
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Petra Financial Advisors's SCHF Position: Q2 2023 in Review

Petra Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2023, closing a stake of 280,822 shares — an estimated $7.92M sold.

Petra Financial Advisors first reported a position in SCHF in Q1 2023 and held it in 1 quarter. The position peaked at $7.92M in Q1 2023. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

  • Petra Financial Advisors reported no remaining Schwab International Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 280,822 Schwab International Equity ETF shares in Q2 2023, an estimated $7.92M.
  • Petra Financial Advisors first reported a position in Schwab International Equity ETF in Q1 2023 and held it in 1 quarter.
  • Petra Financial Advisors's Schwab International Equity ETF position peaked at $7.92M in Q1 2023.
  • 1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on Petra Financial Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.