SOA Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

SOA Wealth 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
2024 Q2	–	Sell	-122	Closed	-$2.38K	–	909
2024 Q1	$2.38K	Hold	122	–	–	﹤0.01%	690
2023 Q4	$2.25K	Hold	122	–	–	﹤0.01%	688
2023 Q3	$2.07K	Hold	122	–	–	﹤0.01%	712
2023 Q2	$2.17K	Hold	122	–	–	﹤0.01%	718
2023 Q1	$2.12K	Hold	122	–	–	﹤0.01%	720
2022 Q4	$1.97K	Hold	122	–	–	﹤0.01%	739
2022 Q3	$1K	Hold	122	–	–	﹤0.01%	798
2022 Q2	$1K	Hold	122	–	–	﹤0.01%	783
2022 Q1	$2K	Buy	+122	New	+$2.27K	﹤0.01%	821

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SOA Wealth Advisors's SCHF Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2024, closing a stake of 122 shares — an estimated $2.38K sold.

SOA Wealth Advisors first reported a position in SCHF in Q1 2022 and held it in 9 quarters. The position peaked at $2.38K in Q1 2024. 1,129 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

SOA Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 122 Schwab International Equity ETF shares in Q2 2024, an estimated $2.38K.
SOA Wealth Advisors first reported a position in Schwab International Equity ETF in Q1 2022 and held it in 9 quarters.
SOA Wealth Advisors's Schwab International Equity ETF position peaked at $2.38K in Q1 2024.
1,129 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.