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Retirement Group’s Schwab International Equity ETF SCHF Stock Holding History

Retirement 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
2024
Q1 		$945K Sell
48,418
-32
-0.1% -$598 0.34% 42
2023
Q4 		$895K Sell
48,450
-1,544
-3% -$26.8K 0.36% 43
2023
Q3 		$849K Sell
49,994
-1,732
-3% -$30.6K 0.35% 41
2023
Q2 		$922K Sell
51,726
-6,802
-12% -$121K 0.38% 43
2023
Q1 		$1.02M Sell
58,528
-1,282
-2% -$21.9K 0.46% 37
2022
Q4 		$963K Buy
59,810
+13,862
+30% +$216K 0.47% 36
2022
Q3 		$646K Sell
45,948
-19,546
-30% -$307K 0.52% 32
2022
Q2 		$1.03M Buy
65,494
+31,178
+91% +$531K 0.43% 38
2022
Q1 		$630K Buy
34,316
+4,756
+16% +$88.4K 0.24% 58
2021
Q4 		$575K Sell
29,560
-76
-0.3% -$1.49K 0.25% 59
2021
Q3 		$573K Sell
29,636
-2,788
-9% -$55.5K 0.26% 66
2021
Q2 		$640K Sell
32,424
-74
-0.2% -$1.46K 0.31% 55
2021
Q1 		$611K Sell
32,498
-204
-0.6% -$3.8K 0.28% 59
2020
Q4 		$588K Sell
32,702
-200
-0.6% -$3.37K 0.27% 58
2020
Q3 		$517K Sell
32,902
-66
-0.2% -$1.04K 0.29% 64
2020
Q2 		$490K Buy
+32,968
New +$463K 0.3% 61
2019
Q4 		$521K Buy
+30,974
New +$510K 0.34% 55

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Retirement Group's SCHF Position: Q1 2024 in Review

Retirement Group reduced its Schwab International Equity ETF (SCHF) stake by 0.07% in Q1 2024, selling an estimated $598 and leaving 48,418 shares worth $945K. The position accounts for 0.34% of the portfolio, ranked #42.

Retirement Group first reported a position in SCHF in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.03M in Q2 2022. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

  • Retirement Group held 48,418 shares of Schwab International Equity ETF worth $945K as of Q1 2024.
  • Retirement Group sold 32 Schwab International Equity ETF shares in Q1 2024, an estimated $598.
  • Schwab International Equity ETF made up 0.34% of Retirement Group's portfolio in Q1 2024, its #42 holding.
  • Retirement Group first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Schwab International Equity ETF position peaked at $1.03M in Q2 2022.
  • 1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.