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Summit Wealth Group’s Schwab International Equity ETF SCHF Stock Holding History

Summit Wealth 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
2023
Q2 		– Sell
-72,898
Closed -$1K – 223
2023
Q1 		$1K Buy
+72,898
New +$1.25M 0.02% 136

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Creative Planning
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Betterment LLC
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Corient Private Wealth
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Wealth Group's SCHF Position: Q2 2023 in Review

Summit Wealth Group sold out of Schwab International Equity ETF (SCHF) in Q2 2023, closing a stake of 72,898 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in SCHF in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

  • Summit Wealth Group reported no remaining Schwab International Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 72,898 Schwab International Equity ETF shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in Schwab International Equity ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Schwab International Equity ETF position peaked at $1K in Q1 2023.
  • 1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.