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RTD Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

RTD Financial 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
2025
Q1 		– Sell
-24,563
Closed -$454K – 121
2024
Q4 		$454K Buy
+24,563
New +$480K 0.06% 82

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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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RTD Financial Advisors's SCHF Position: Q1 2025 in Review

RTD Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 24,563 shares — an estimated $454K sold.

RTD Financial Advisors first reported a position in SCHF in Q4 2024 and held it in 1 quarter. The position peaked at $454K in Q4 2024. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • RTD Financial Advisors reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • RTD Financial Advisors sold 24,563 Schwab International Equity ETF shares in Q1 2025, an estimated $454K.
  • RTD Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2024 and held it in 1 quarter.
  • RTD Financial Advisors's Schwab International Equity ETF position peaked at $454K in Q4 2024.
  • 1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on RTD Financial Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.