Spotlight Asset Group’s Schwab International Equity ETF SCHF Stock Holding History

Spotlight Asset Group’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	$219K	Hold	11,400	–	–	0.15%	72
2024 Q1	$222K	Hold	11,400	–	–	0.16%	69
2023 Q4	$194K	Hold	11,400	–	–	0.18%	61
2023 Q3	$194K	Hold	11,400	–	–	0.18%	61
2023 Q2	$203K	Sell	11,400 -4,652	-29%	-$82.6K	0.18%	60
2023 Q1	$234K	Buy	+16,052	New	+$275K	0.23%	68
2022 Q3	$234K	Buy	+16,052	New	+$252K	0.23%	68
2021 Q3	$530K	Hold	27,386	–	–	0.26%	65
2021 Q2	$540K	Sell	27,386 -414	-1%	-$8.18K	0.21%	70
2021 Q1	$523K	Sell	27,800 -326	-1%	-$6.08K	0.2%	73
2020 Q4	$506K	Hold	28,126	–	–	0.19%	74
2020 Q3	$442K	Hold	28,126	–	–	0.17%	87
2020 Q2	$418K	Sell	28,126 -17,596	-38%	-$247K	0.18%	84
2020 Q1	$591K	Buy	45,722 +3,646	+9%	+$56.1K	0.31%	50
2019 Q4	$565K	Buy	+42,076	New	+$692K	0.27%	59

Other funds holding SCHF

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Spotlight Asset Group's SCHF Position: Q2 2024 in Review

Spotlight Asset Group held its Schwab International Equity ETF (SCHF) position steady in Q2 2024 at 11,400 shares worth $219K. The position accounts for 0.15% of the portfolio, ranked #72.

Spotlight Asset Group first reported a position in SCHF in Q4 2019 and has held it in 15 quarters since. The position peaked at $591K in Q1 2020. 1,128 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

Spotlight Asset Group held 11,400 shares of Schwab International Equity ETF worth $219K as of Q2 2024.
Spotlight Asset Group left its Schwab International Equity ETF share count unchanged in Q2 2024.
Schwab International Equity ETF made up 0.15% of Spotlight Asset Group's portfolio in Q2 2024, its #72 holding.
Spotlight Asset Group first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 15 quarters since.
Spotlight Asset Group's Schwab International Equity ETF position peaked at $591K in Q1 2020.
1,128 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.