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Trivium Point Advisory’s Schwab International Equity ETF SCHF Stock Holding History

Trivium Point Advisory’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
Q3 		– Sell
-12,044
Closed -$231K – 341
2024
Q2 		$231K Buy
+12,044
New +$233K 0.03% 277
2022
Q3 		– Sell
-24,640
Closed -$386K – 201
2022
Q2 		$386K Buy
24,640
+170
+0.7% +$2.9K 0.12% 158
2022
Q1 		$444K Buy
24,470
+6,536
+36% +$121K 0.1% 177
2021
Q4 		$349K Buy
17,934
+1,982
+12% +$38.9K 0.07% 185
2021
Q3 		$309K Buy
+15,952
New +$317K 0.07% 185

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Trivium Point Advisory's SCHF Position: Q3 2024 in Review

Trivium Point Advisory sold out of Schwab International Equity ETF (SCHF) in Q3 2024, closing a stake of 12,044 shares — an estimated $231K sold.

Trivium Point Advisory first reported a position in SCHF in Q3 2021 and held it in 5 quarters. The position peaked at $444K in Q1 2022. 1,194 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

  • Trivium Point Advisory reported no remaining Schwab International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Trivium Point Advisory sold 12,044 Schwab International Equity ETF shares in Q3 2024, an estimated $231K.
  • Trivium Point Advisory first reported a position in Schwab International Equity ETF in Q3 2021 and held it in 5 quarters.
  • Trivium Point Advisory's Schwab International Equity ETF position peaked at $444K in Q1 2022.
  • 1,194 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on Trivium Point Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.