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

Southern 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 Q1	$364K	Buy	20,920 +1,312	+7%	+$22.5K	0.14%	52
2022 Q4	$316K	Buy	19,608 +68	+0.3%	+$1.06K	0.13%	52
2022 Q3	$291K	Buy	19,540 +4,500	+30%	+$70.6K	0.12%	54
2022 Q2	$236K	Buy	15,040 +66	+0.4%	+$1.12K	0.09%	55
2022 Q1	$275K	Buy	14,974 +3,078	+26%	+$57.2K	0.09%	54
2021 Q4	$231K	Sell	11,896 -674	-5%	-$13.2K	0.09%	54
2021 Q3	$243K	Hold	12,570	–	–	0.07%	55
2021 Q2	$252K	Buy	12,570 +44	+0.4%	+$870	0.07%	54
2021 Q1	$236K	Hold	12,526	–	–	0.08%	55
2020 Q4	$226K	Buy	+12,526	New	+$211K	0.09%	56
2020 Q2	–	Sell	-18,926	Closed	-$245K	–	61
2020 Q1	$245K	Sell	18,926 -8,130	-30%	-$125K	0.05%	52
2019 Q4	$455K	Buy	+27,056	New	+$445K	0.09%	45

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Southern Wealth Management's SCHF Position: Q1 2023 in Review

Southern Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 6.7% in Q1 2023, buying an estimated $22.5K and bringing the position to 20,920 shares worth $364K. The position accounts for 0.14% of the portfolio, ranked #52.

Southern Wealth Management first reported a position in SCHF in Q4 2019 and has held it in 12 quarters since. The position peaked at $455K in Q4 2019. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

Southern Wealth Management held 20,920 shares of Schwab International Equity ETF worth $364K as of Q1 2023.
Southern Wealth Management bought 1,312 Schwab International Equity ETF shares in Q1 2023, an estimated $22.5K.
Schwab International Equity ETF made up 0.14% of Southern Wealth Management's portfolio in Q1 2023, its #52 holding.
Southern Wealth Management first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 12 quarters since.
Southern Wealth Management's Schwab International Equity ETF position peaked at $455K in Q4 2019.
996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.