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

Sutton 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 Q3	$427K	Sell	25,154 -5,356	-18%	-$94.6K	0.21%	72
2023 Q2	$544K	Sell	30,510 -4,288	-12%	-$76.2K	0.26%	64
2023 Q1	$605K	Sell	34,798 -2,492	-7%	-$42.7K	0.32%	54
2022 Q4	$601K	Sell	37,290 -4,576	-11%	-$71.4K	0.23%	69
2022 Q3	$589K	Sell	41,866 -542	-1%	-$8.51K	0.24%	67
2022 Q2	$667K	Sell	42,408 -800	-2%	-$13.6K	0.26%	65
2022 Q1	$793K	Sell	43,208 -1,300	-3%	-$24.2K	0.27%	63
2021 Q4	$865K	Sell	44,508 -814	-2%	-$16K	0.29%	60
2021 Q3	$877K	Sell	45,322 -622	-1%	-$12.4K	0.32%	54
2021 Q2	$906K	Sell	45,944 -846	-2%	-$16.7K	0.33%	52
2021 Q1	$880K	Sell	46,790 -542	-1%	-$10.1K	0.35%	53
2020 Q4	$852K	Sell	47,332 -258	-0.5%	-$4.35K	0.36%	46
2020 Q3	$747K	Sell	47,590 -948	-2%	-$14.9K	0.36%	48
2020 Q2	$722K	Sell	48,538 -780	-2%	-$11K	0.38%	46
2020 Q1	$637K	Sell	49,318 -1,878	-4%	-$28.9K	0.4%	49
2019 Q4	$861K	Sell	51,196 -174	-0.3%	-$2.86K	0.44%	45
2019 Q3	$818K	Sell	51,370 -756	-1%	-$11.9K	0.46%	46
2019 Q2	$836K	Sell	52,126 -1,704	-3%	-$27K	0.48%	40
2019 Q1	$843K	Buy	53,830 +1,760	+3%	+$26.8K	0.49%	39
2018 Q4	$738K	Sell	52,070 -4,348	-8%	-$66.5K	0.48%	39
2018 Q3	$946K	Buy	56,418 +4,522	+9%	+$75.3K	0.62%	23
2018 Q2	$858K	Buy	51,896 +1,672	+3%	+$28.4K	0.6%	25
2018 Q1	$847K	Buy	50,224 +4,612	+10%	+$79.4K	0.61%	24
2017 Q4	$777K	Sell	45,612 -324	-0.7%	-$5.51K	0.57%	26
2017 Q3	$769K	Buy	45,936 +2,344	+5%	+$38.2K	0.59%	25
2017 Q2	$693K	Buy	43,592 +812	+2%	+$12.6K	0.55%	30
2017 Q1	$639K	Buy	42,780 +254	+0.6%	+$3.69K	0.54%	33
2016 Q4	$589K	Buy	42,526 +3,142	+8%	+$44.1K	0.53%	34
2016 Q3	$567K	Sell	39,384 -306	-0.8%	-$4.32K	0.52%	35
2016 Q2	$538K	Sell	39,690 -550	-1%	-$7.53K	0.51%	34
2016 Q1	$545K	Buy	+40,240	New	+$522K	0.52%	31

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sutton Wealth Advisors's SCHF Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Schwab International Equity ETF (SCHF) stake by 18% in Q3 2023, selling an estimated $94.6K and leaving 25,154 shares worth $427K. The position accounts for 0.21% of the portfolio, ranked #72.

Sutton Wealth Advisors first reported a position in SCHF in Q1 2016 and has held it in 31 quarters since. The position peaked at $946K in Q3 2018. 1,010 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

Sutton Wealth Advisors held 25,154 shares of Schwab International Equity ETF worth $427K as of Q3 2023.
Sutton Wealth Advisors sold 5,356 Schwab International Equity ETF shares in Q3 2023, an estimated $94.6K.
Schwab International Equity ETF made up 0.21% of Sutton Wealth Advisors's portfolio in Q3 2023, its #72 holding.
Sutton Wealth Advisors first reported a position in Schwab International Equity ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Schwab International Equity ETF position peaked at $946K in Q3 2018.
1,010 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.