Richard W. Paul & Associates’s Schwab International Equity ETF SCHF Stock Holding History

Richard W. Paul & Associates’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	–	Sell	-26	Closed	-$441	–	532
2023 Q3	$441	Hold	26	–	–	﹤0.01%	477
2023 Q2	$463	Hold	26	–	–	﹤0.01%	501
2023 Q1	$452	Hold	26	–	–	﹤0.01%	510
2022 Q4	$419	Buy	+26	New	+$406	﹤0.01%	500

Other funds holding SCHF

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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

Richard W. Paul & Associates's SCHF Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of Schwab International Equity ETF (SCHF) in Q4 2023, closing a stake of 26 shares — an estimated $441 sold.

Richard W. Paul & Associates first reported a position in SCHF in Q4 2022 and held it in 4 quarters. The position peaked at $463 in Q2 2023. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Richard W. Paul & Associates reported no remaining Schwab International Equity ETF position as of Q4 2023 after selling out during the quarter.
Richard W. Paul & Associates sold 26 Schwab International Equity ETF shares in Q4 2023, an estimated $441.
Richard W. Paul & Associates first reported a position in Schwab International Equity ETF in Q4 2022 and held it in 4 quarters.
Richard W. Paul & Associates's Schwab International Equity ETF position peaked at $463 in Q2 2023.
1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.