Steel Grove Capital Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Steel Grove Capital 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	-16,692	Closed	-$308K	–	225
2023 Q4	$308K	Hold	16,692	–	–	0.04%	140
2023 Q3	$283K	Hold	16,692	–	–	0.04%	145
2023 Q2	$298K	Sell	16,692 -366	-2%	-$6.5K	0.04%	145
2023 Q1	$297K	Buy	17,058 +366	+2%	+$6.27K	0.04%	138
2022 Q4	$269K	Hold	16,692	–	–	0.04%	139
2022 Q3	$235K	Buy	+16,692	New	+$262K	0.04%	136

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

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

Steel Grove Capital Advisors's SCHF Position: Q1 2024 in Review

Steel Grove Capital Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 16,692 shares — an estimated $308K sold.

Steel Grove Capital Advisors first reported a position in SCHF in Q3 2022 and held it in 6 quarters. The position peaked at $308K in Q4 2023. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

Steel Grove Capital Advisors reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
Steel Grove Capital Advisors sold 16,692 Schwab International Equity ETF shares in Q1 2024, an estimated $308K.
Steel Grove Capital Advisors first reported a position in Schwab International Equity ETF in Q3 2022 and held it in 6 quarters.
Steel Grove Capital Advisors's Schwab International Equity ETF position peaked at $308K in Q4 2023.
1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.