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S&CO Inc’s Schwab International Equity ETF SCHF Stock Holding History

S&CO Inc’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
Q4 		– Sell
-96,158
Closed -$1.98M – 221
2024
Q3 		$1.98M Hold
96,158
– – 0.13% 115
2024
Q2 		$1.85M Buy
+96,158
New +$1.86M 0.13% 116

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Wealthfront Advisers
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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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

S&CO Inc's SCHF Position: Q4 2024 in Review

S&CO Inc sold out of Schwab International Equity ETF (SCHF) in Q4 2024, closing a stake of 96,158 shares — an estimated $1.98M sold.

S&CO Inc first reported a position in SCHF in Q2 2024 and held it in 2 quarters. The position peaked at $1.98M in Q3 2024. 1,293 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

  • S&CO Inc reported no remaining Schwab International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • S&CO Inc sold 96,158 Schwab International Equity ETF shares in Q4 2024, an estimated $1.98M.
  • S&CO Inc first reported a position in Schwab International Equity ETF in Q2 2024 and held it in 2 quarters.
  • S&CO Inc's Schwab International Equity ETF position peaked at $1.98M in Q3 2024.
  • 1,293 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on S&CO Inc's 13F filing for Q4 2024, filed 7 Feb 2025.