SFA
SCHF icon

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

Souders 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
2024
Q1 		– Sell
-235,316
Closed -$4.35M – 165
2023
Q4 		$4.35M Buy
235,316
+2,772
+1% +$48.1K 0.74% 38
2023
Q3 		$3.95M Buy
232,544
+324
+0.1% +$5.72K 0.76% 39
2023
Q2 		$4.14M Sell
232,220
-8,114
-3% -$144K 0.79% 37
2023
Q1 		$4.18M Sell
240,334
-5,344
-2% -$91.5K 0.89% 32
2022
Q4 		$3.96M Buy
245,678
+5,392
+2% +$84.2K 0.9% 30
2022
Q3 		$3.38M Buy
240,286
+18,302
+8% +$287K 0.92% 31
2022
Q2 		$3.49M Buy
221,984
+12,832
+6% +$219K 1% 27
2022
Q1 		$3.84M Buy
209,152
+6,772
+3% +$126K 1.11% 26
2021
Q4 		$3.93M Buy
202,380
+13,270
+7% +$261K 1.13% 22
2021
Q3 		$3.66M Buy
189,110
+8,724
+5% +$174K 1.18% 21
2021
Q2 		$3.56M Buy
180,386
+4,842
+3% +$95.7K 1.2% 22
2021
Q1 		$3.3M Buy
175,544
+6,794
+4% +$127K 1.29% 21
2020
Q4 		$3.04M Buy
168,750
+2,362
+1% +$39.8K 1.32% 20
2020
Q3 		$2.81M Buy
166,388
+13,690
+9% +$215K 1.33% 21
2020
Q2 		$2.27M Sell
152,698
-27,568
-15% -$387K 1.3% 21
2020
Q1 		$2.33M Buy
+180,266
New +$2.77M 2.06% 10

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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

Souders Financial Advisors's SCHF Position: Q1 2024 in Review

Souders Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 235,316 shares — an estimated $4.35M sold.

Souders Financial Advisors first reported a position in SCHF in Q1 2020 and held it in 16 quarters. The position peaked at $4.35M in Q4 2023. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

  • Souders Financial Advisors reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 235,316 Schwab International Equity ETF shares in Q1 2024, an estimated $4.35M.
  • Souders Financial Advisors first reported a position in Schwab International Equity ETF in Q1 2020 and held it in 16 quarters.
  • Souders Financial Advisors's Schwab International Equity ETF position peaked at $4.35M in Q4 2023.
  • 1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Souders Financial Advisors's 13F filing for Q1 2024, filed 8 May 2024.