Resource Planning Group’s Schwab International Equity ETF SCHF Stock Holding History

Resource Planning 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	$722K	Sell	39,086 -6,120	-14%	-$106K	0.46%	43
2023 Q3	$768K	Buy	45,206 +20	+0%	+$353	0.65%	29
2023 Q2	$805K	Sell	45,186 -2,158	-5%	-$38.3K	0.65%	29
2023 Q1	$824K	Sell	47,344 -866	-2%	-$14.8K	0.67%	30
2022 Q4	$776K	Buy	48,210 +8,478	+21%	+$132K	0.62%	34
2022 Q3	$559K	Buy	39,732 +84	+0.2%	+$1.32K	0.49%	37
2022 Q2	$623K	Sell	39,648 -680	-2%	-$11.6K	0.52%	38
2022 Q1	$740K	Sell	40,328 -4,044	-9%	-$75.2K	0.53%	34
2021 Q4	$862K	Sell	44,372 -8,400	-16%	-$165K	0.58%	35
2021 Q3	$1.02M	Sell	52,772 -918	-2%	-$18.3K	0.64%	31
2021 Q2	$1.06M	Sell	53,690 -76	-0.1%	-$1.5K	0.61%	30
2021 Q1	$1.01M	Sell	53,766 -904	-2%	-$16.9K	0.66%	29
2020 Q4	$984K	Sell	54,670 -1,288	-2%	-$21.7K	0.7%	28
2020 Q3	$879K	Buy	55,958 +4,430	+9%	+$69.6K	0.67%	30
2020 Q2	$766K	Buy	51,528 +18,372	+55%	+$258K	0.57%	29
2020 Q1	$428K	Sell	33,156 -8,390	-20%	-$129K	0.37%	35
2019 Q4	$699K	Buy	41,546 +3,034	+8%	+$49.9K	0.4%	29
2019 Q3	$613K	Buy	38,512 +1,576	+4%	+$24.8K	0.36%	31
2019 Q2	$593K	Buy	36,936 +894	+2%	+$14.1K	0.35%	32
2019 Q1	$564K	Buy	36,042 +1,250	+4%	+$19.1K	0.37%	26
2018 Q4	$493K	Buy	34,792 +20,180	+138%	+$309K	0.37%	26
2018 Q3	$245K	Buy	+14,612	New	+$243K	0.19%	37

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

Resource Planning Group's SCHF Position: Q4 2023 in Review

Resource Planning Group reduced its Schwab International Equity ETF (SCHF) stake by 14% in Q4 2023, selling an estimated $106K and leaving 39,086 shares worth $722K. The position accounts for 0.46% of the portfolio, ranked #43.

Resource Planning Group first reported a position in SCHF in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.06M in Q2 2021. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Resource Planning Group held 39,086 shares of Schwab International Equity ETF worth $722K as of Q4 2023.
Resource Planning Group sold 6,120 Schwab International Equity ETF shares in Q4 2023, an estimated $106K.
Schwab International Equity ETF made up 0.46% of Resource Planning Group's portfolio in Q4 2023, its #43 holding.
Resource Planning Group first reported a position in Schwab International Equity ETF in Q3 2018 and has held it in 22 quarters since.
Resource Planning Group's Schwab International Equity ETF position peaked at $1.06M in Q2 2021.
1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.