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RE Dickinson Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$1.67M Buy
90,104
+348
+0.4% +$6.79K 0.94% 18
2024
Q3 		$1.85M Sell
89,756
-780
-0.9% -$15.4K 1.04% 18
2024
Q2 		$1.74M Sell
90,536
-16,110
-15% -$312K 1.06% 17
2024
Q1 		$2.08M Sell
106,646
-5,554
-5% -$104K 1.3% 16
2023
Q4 		$2.07M Sell
112,200
-10,184
-8% -$177K 1.38% 17
2023
Q3 		$2.08M Sell
122,384
-1,196
-1% -$21.1K 1.46% 17
2023
Q2 		$2.2M Sell
123,580
-9,828
-7% -$175K 0.81% 34
2023
Q1 		$2.32M Sell
133,408
-54,290
-29% -$930K 0.78% 36
2022
Q4 		$3.02M Buy
187,698
+85,094
+83% +$1.33M 1.25% 26
2022
Q3 		$1.44M Sell
102,604
-3,386
-3% -$53.1K 1.19% 18
2022
Q2 		$1.67M Sell
105,990
-3,754
-3% -$63.9K 0.24% 20
2022
Q1 		$2.02M Sell
109,744
-20,166
-16% -$375K 1.35% 20
2021
Q4 		$2.52M Buy
+129,910
New +$2.55M 1.92% 17

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RE Dickinson Investment Advisors's SCHF Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Schwab International Equity ETF (SCHF) stake by 0.39% in Q4 2024, buying an estimated $6.79K and bringing the position to 90,104 shares worth $1.67M. The position accounts for 0.94% of the portfolio, ranked #18.

RE Dickinson Investment Advisors first reported a position in SCHF in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.02M in Q4 2022. 1,295 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

  • RE Dickinson Investment Advisors held 90,104 shares of Schwab International Equity ETF worth $1.67M as of Q4 2024.
  • RE Dickinson Investment Advisors bought 348 Schwab International Equity ETF shares in Q4 2024, an estimated $6.79K.
  • Schwab International Equity ETF made up 0.94% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #18 holding.
  • RE Dickinson Investment Advisors first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 13 quarters since.
  • RE Dickinson Investment Advisors's Schwab International Equity ETF position peaked at $3.02M in Q4 2022.
  • 1,295 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.