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Planning Center Inc’s Schwab International Equity ETF SCHF Stock Holding History

Planning Center Inc’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
Q4 		– Sell
-10,438
Closed -$215K – 74
2024
Q3 		$215K Buy
+10,438
New +$206K 0.03% 66

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Planning Center Inc's SCHF Position: Q4 2024 in Review

Planning Center Inc sold out of Schwab International Equity ETF (SCHF) in Q4 2024, closing a stake of 10,438 shares — an estimated $215K sold.

Planning Center Inc first reported a position in SCHF in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 1,293 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

  • Planning Center Inc reported no remaining Schwab International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Planning Center Inc sold 10,438 Schwab International Equity ETF shares in Q4 2024, an estimated $215K.
  • Planning Center Inc first reported a position in Schwab International Equity ETF in Q3 2024 and held it in 1 quarter.
  • Planning Center Inc's Schwab International Equity ETF position peaked at $215K in Q3 2024.
  • 1,293 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on Planning Center Inc's 13F filing for Q4 2024, filed 23 Jan 2025.