PCMC
SCHF icon

Planning Capital Management Corporation’s Schwab International Equity ETF SCHF Stock Holding History

Planning Capital Management Corporation’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
-258
Closed -$4.75K – 695
2023
Q4 		$4.75K Buy
+258
New +$4.48K ﹤0.01% 489

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Planning Capital Management Corporation's SCHF Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 258 shares — an estimated $4.75K sold.

Planning Capital Management Corporation first reported a position in SCHF in Q4 2023 and held it in 1 quarter. The position peaked at $4.75K in Q4 2023. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 258 Schwab International Equity ETF shares in Q1 2024, an estimated $4.75K.
  • Planning Capital Management Corporation first reported a position in Schwab International Equity ETF in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's Schwab International Equity ETF position peaked at $4.75K in Q4 2023.
  • 1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.