Selective Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Selective Wealth Management’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	-12,466	Closed	-$206K	–	93
2023 Q3	$206K	Sell	12,466 -1,822	-13%	-$32.2K	0.11%	84
2023 Q2	$250K	Buy	+14,288	New	+$254K	0.12%	94
2022 Q4	–	Sell	-72	Closed	-$1K	–	612
2022 Q3	$1K	Sell	72 -14	-16%	-$220	﹤0.01%	739
2022 Q2	$1K	Buy	86 +2	+2%	+$34	﹤0.01%	733
2022 Q1	$2K	Buy	84 +12	+17%	+$223	﹤0.01%	667
2021 Q4	$1K	Buy	72 +2	+3%	+$39	﹤0.01%	642
2021 Q3	$1K	Hold	70	–	–	﹤0.01%	572
2021 Q2	$1K	Sell	70 -170	-71%	-$3.36K	﹤0.01%	488
2021 Q1	$5K	Hold	240	–	–	﹤0.01%	314
2020 Q4	$4K	Buy	240 +4	+2%	+$67	﹤0.01%	307
2020 Q3	$4K	Sell	236 -828	-78%	-$13K	﹤0.01%	255
2020 Q2	$16K	Buy	1,064 +10	+0.9%	+$141	0.01%	200
2020 Q1	$14K	Hold	1,054	–	–	0.02%	129
2019 Q4	$18K	Buy	1,054 +22	+2%	+$362	0.02%	130
2019 Q3	$16K	Buy	+1,032	New	+$16.2K	0.02%	138
2018 Q3	$22K	Buy	+1,342	New	+$22.3K	0.26%	52

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

Selective Wealth Management's SCHF Position: Q4 2023 in Review

Selective Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q4 2023, closing a stake of 12,466 shares — an estimated $206K sold.

Selective Wealth Management first reported a position in SCHF in Q3 2018 and held it in 16 quarters. The position peaked at $250K in Q2 2023. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Selective Wealth Management reported no remaining Schwab International Equity ETF position as of Q4 2023 after selling out during the quarter.
Selective Wealth Management sold 12,466 Schwab International Equity ETF shares in Q4 2023, an estimated $206K.
Selective Wealth Management first reported a position in Schwab International Equity ETF in Q3 2018 and held it in 16 quarters.
Selective Wealth Management's Schwab International Equity ETF position peaked at $250K in Q2 2023.
1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Selective Wealth Management's 13F filing for Q4 2023, filed 5 Jan 2024.