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

Realta 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 Q2	–	Sell	-7,506	Closed	-$146K	–	818
2024 Q1	$146K	Sell	7,506 -17,158	-70%	-$321K	0.03%	441
2023 Q4	$456K	Buy	24,664 +6,568	+36%	+$114K	0.1%	235
2023 Q3	$323K	Hold	18,096	–	–	0.07%	278
2023 Q2	$323K	Sell	18,096 -1,086	-6%	-$19.3K	0.07%	287
2023 Q1	$334K	Buy	19,182 +18,318	+2,120%	+$314K	0.08%	275
2022 Q4	$13.9K	Buy	+864	New	+$13.5K	﹤0.01%	685
2019 Q3	–	Sell	-770	Closed	-$12K	–	1770
2019 Q2	$12K	Buy	+770	New	+$12.2K	﹤0.01%	1090

Other funds holding SCHF

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Jane Street New York $777B AUM 61.18% 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

Realta Investment Advisors's SCHF Position: Q2 2024 in Review

Realta Investment Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2024, closing a stake of 7,506 shares — an estimated $146K sold.

Realta Investment Advisors first reported a position in SCHF in Q2 2019 and held it in 7 quarters. The position peaked at $456K in Q4 2023. 1,127 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

Realta Investment Advisors reported no remaining Schwab International Equity ETF position as of Q2 2024 after selling out during the quarter.
Realta Investment Advisors sold 7,506 Schwab International Equity ETF shares in Q2 2024, an estimated $146K.
Realta Investment Advisors first reported a position in Schwab International Equity ETF in Q2 2019 and held it in 7 quarters.
Realta Investment Advisors's Schwab International Equity ETF position peaked at $456K in Q4 2023.
1,127 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.