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Tri-Star Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Tri-Star 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
Q2 		– Sell
-14
Closed -$230 – 28
2023
Q1 		$230 Buy
+14
New +$240 ﹤0.01% 30

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CSIA
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Wealthfront Advisers
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Charles Schwab
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tri-Star Advisors's SCHF Position: Q2 2023 in Review

Tri-Star Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2023, closing a stake of 14 shares — an estimated $230 sold.

Tri-Star Advisors first reported a position in SCHF in Q1 2023 and held it in 1 quarter. The position peaked at $230 in Q1 2023. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

  • Tri-Star Advisors reported no remaining Schwab International Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Tri-Star Advisors sold 14 Schwab International Equity ETF shares in Q2 2023, an estimated $230.
  • Tri-Star Advisors first reported a position in Schwab International Equity ETF in Q1 2023 and held it in 1 quarter.
  • Tri-Star Advisors's Schwab International Equity ETF position peaked at $230 in Q1 2023.
  • 1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on Tri-Star Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.