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

Sugarloaf 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
2024 Q4	$1.63K	Sell	88 -4,034	-98%	-$78.8K	﹤0.01%	635
2024 Q3	$84.7K	Buy	4,122 +88	+2%	+$1.74K	0.02%	246
2024 Q2	$77.5K	Hold	4,034	–	–	0.02%	250
2024 Q1	$78.7K	Hold	4,034	–	–	0.02%	247
2023 Q4	$74.5K	Hold	4,034	–	–	0.02%	242
2023 Q3	$68.5K	Hold	4,034	–	–	0.02%	248
2023 Q2	$71.9K	Hold	4,034	–	–	0.02%	243
2023 Q1	$70.2K	Hold	4,034	–	–	0.02%	239
2022 Q4	$65K	Hold	4,034	–	–	0.02%	247
2022 Q3	$57K	Hold	4,034	–	–	0.01%	268
2022 Q2	$63K	Hold	4,034	–	–	0.02%	252
2022 Q1	$74K	Hold	4,034	–	–	0.02%	230
2021 Q4	$78K	Hold	4,034	–	–	0.02%	230
2021 Q3	$78K	Hold	4,034	–	–	0.02%	220
2021 Q2	$80K	Buy	4,034 +3,106	+335%	+$61.4K	0.02%	215
2021 Q1	$76	Sell	928 -3,106	-77%	-$57.9K	0.02%	222
2020 Q4	$73K	Hold	4,034	–	–	0.02%	209
2020 Q3	$63K	Hold	4,034	–	–	0.02%	205
2020 Q2	$60K	Hold	4,034	–	–	0.02%	212
2020 Q1	$52K	Hold	4,034	–	–	0.02%	217
2019 Q4	$68K	Buy	+4,034	New	+$66.4K	0.03%	222

Other funds holding SCHF

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sugarloaf Wealth Management's SCHF Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 98% in Q4 2024, selling an estimated $78.8K and leaving 88 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Sugarloaf Wealth Management first reported a position in SCHF in Q4 2019 and has held it in 21 quarters since. The position peaked at $84.7K in Q3 2024. 1,293 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

Sugarloaf Wealth Management held 88 shares of Schwab International Equity ETF worth $1.63K as of Q4 2024.
Sugarloaf Wealth Management sold 4,034 Schwab International Equity ETF shares in Q4 2024, an estimated $78.8K.
Schwab International Equity ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #635 holding.
Sugarloaf Wealth Management first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Schwab International Equity ETF position peaked at $84.7K in Q3 2024.
1,293 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.