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

Rainsberger 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
2023 Q4	$11.3M	Buy	612,680 +8,312	+1%	+$144K	6.18%	1
2023 Q3	$10.3M	Buy	604,368 +11,242	+2%	+$199K	6.3%	1
2023 Q2	$10.6M	Sell	593,126 -9,096	-2%	-$162K	6.38%	1
2023 Q1	$10.5M	Buy	602,222 +8,368	+1%	+$143K	6.22%	1
2022 Q4	$9.56M	Buy	593,854 +4,982	+0.8%	+$77.8K	6.08%	2
2022 Q3	$8.28M	Buy	588,872 +56,926	+11%	+$893K	5.69%	1
2022 Q2	$8.37M	Buy	531,946 +28,566	+6%	+$487K	6.12%	2
2022 Q1	$9.24M	Buy	503,380 +28,798	+6%	+$535K	5.92%	2
2021 Q4	$9.22M	Buy	+474,582	New	+$9.32M	5.42%	3

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rainsberger Wealth Advisors's SCHF Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 1.4% in Q4 2023, buying an estimated $144K and bringing the position to 612,680 shares worth $11.3M. The position accounts for 6.18% of the portfolio, ranked #1.

Rainsberger Wealth Advisors first reported a position in SCHF in Q4 2021 and has held it in 9 quarters since. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Rainsberger Wealth Advisors held 612,680 shares of Schwab International Equity ETF worth $11.3M as of Q4 2023.
Rainsberger Wealth Advisors bought 8,312 Schwab International Equity ETF shares in Q4 2023, an estimated $144K.
Schwab International Equity ETF made up 6.18% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #1 holding.
Rainsberger Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 9 quarters since.
1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.