Traverso Chambers Private Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Traverso Chambers Private 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
2023 Q4	$18.2M	Buy	984,556 +29,828	+3%	+$517K	4.42%	7
2023 Q3	$16.2M	Buy	954,728 +11,012	+1%	+$195K	4.34%	6
2023 Q2	$16.8M	Sell	943,716 -10,172	-1%	-$181K	4.42%	7
2023 Q1	$16.6M	Sell	953,888 -7,192	-0.7%	-$123K	4.55%	7
2022 Q4	$15.5M	Sell	961,080 -5,330	-0.6%	-$83.2K	4.45%	6
2022 Q3	$13.6M	Buy	966,410 +54,152	+6%	+$850K	4.16%	6
2022 Q2	$14.3M	Buy	912,258 +151,766	+20%	+$2.58M	4.8%	6
2022 Q1	$14M	Buy	760,492 +19,826	+3%	+$369K	4.16%	5
2021 Q4	$14.4M	Buy	740,666 +12,958	+2%	+$254K	4.27%	6
2021 Q3	$14.1M	Buy	727,708 +12,170	+2%	+$242K	4.38%	6
2021 Q2	$14.1M	Buy	715,538 +15,012	+2%	+$297K	4.45%	6
2021 Q1	$13.2M	Sell	700,526 -5,746	-0.8%	-$107K	4.44%	6
2020 Q4	$12.7M	Buy	706,272 +1,004	+0.1%	+$16.9K	4.57%	6
2020 Q3	$11.1M	Sell	705,268 -84,232	-11%	-$1.32M	4.28%	6
2020 Q2	$11.7M	Buy	789,500 +2,358	+0.3%	+$33.1K	4.93%	6
2020 Q1	$10.2M	Buy	+787,142	New	+$12.1M	4.79%	6

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Traverso Chambers Private Wealth Management's SCHF Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 3.1% in Q4 2023, buying an estimated $517K and bringing the position to 984,556 shares worth $18.2M. The position accounts for 4.42% of the portfolio, ranked #7.

Traverso Chambers Private Wealth Management first reported a position in SCHF in Q1 2020 and has held it in 16 quarters since. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Traverso Chambers Private Wealth Management held 984,556 shares of Schwab International Equity ETF worth $18.2M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 29,828 Schwab International Equity ETF shares in Q4 2023, an estimated $517K.
Schwab International Equity ETF made up 4.42% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #7 holding.
Traverso Chambers Private Wealth Management first reported a position in Schwab International Equity ETF in Q1 2020 and has held it in 16 quarters since.
1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.