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Provence Wealth Management Group’s Schwab International Equity ETF SCHF Stock Holding History

Provence Wealth Management Group’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
Q4 		$61.4K Hold
3,322
– – 0.03% 209
2023
Q3 		$56.4K Buy
+3,322
New +$58.7K 0.03% 198

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Financial Engines Advisors
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CSIA
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Provence Wealth Management Group's SCHF Position: Q4 2023 in Review

Provence Wealth Management Group held its Schwab International Equity ETF (SCHF) position steady in Q4 2023 at 3,322 shares worth $61.4K. The position accounts for 0.03% of the portfolio, ranked #209.

Provence Wealth Management Group first reported a position in SCHF in Q3 2023 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

  • Provence Wealth Management Group held 3,322 shares of Schwab International Equity ETF worth $61.4K as of Q4 2023.
  • Provence Wealth Management Group left its Schwab International Equity ETF share count unchanged in Q4 2023.
  • Schwab International Equity ETF made up 0.03% of Provence Wealth Management Group's portfolio in Q4 2023, its #209 holding.
  • Provence Wealth Management Group first reported a position in Schwab International Equity ETF in Q3 2023 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.