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RDIA
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
$16.7M
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
$1.67K
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
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$162B AUM
16.35%
1-Year Est. Return
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$1.6B AUM
20.7%
1-Year Est. Return
Empower Advisory Group
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$38.5B AUM
18.4%
1-Year Est. Return
Financial Engines Advisors
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$49.2B AUM
14.31%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
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
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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