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

Strategies 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
2023
Q1 		– Sell
-13,626
Closed -$219K – 82
2022
Q4 		$219K Buy
+13,626
New +$213K 0.05% 72

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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 $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Strategies Wealth Advisors's SCHF Position: Q1 2023 in Review

Strategies Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2023, closing a stake of 13,626 shares — an estimated $219K sold.

Strategies Wealth Advisors first reported a position in SCHF in Q4 2022 and held it in 1 quarter. The position peaked at $219K in Q4 2022. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

  • Strategies Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Strategies Wealth Advisors sold 13,626 Schwab International Equity ETF shares in Q1 2023, an estimated $219K.
  • Strategies Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2022 and held it in 1 quarter.
  • Strategies Wealth Advisors's Schwab International Equity ETF position peaked at $219K in Q4 2022.
  • 996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Strategies Wealth Advisors's 13F filing for Q1 2023, filed 27 Jun 2023.