Tyler-Stone Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-734	Closed	-$14.1K	–	822
2024 Q2	$14.1K	Hold	734	–	–	0.01%	594
2024 Q1	$14.3K	Hold	734	–	–	0.01%	590
2023 Q4	$13.6K	Buy	734 +16	+2%	+$278	0.01%	580
2023 Q3	$12K	Hold	718	–	–	0.01%	573
2023 Q2	$13K	Buy	+718	New	+$12.8K	0.01%	554
2022 Q4	$11K	Buy	710 +12	+2%	+$187	0.01%	544
2022 Q3	$10K	Hold	698	–	–	0.01%	540
2022 Q2	$11K	Buy	698 +6	+0.9%	+$102	0.01%	539
2022 Q1	$13K	Buy	692 +2	+0.3%	+$37	0.01%	532
2021 Q4	$13K	Buy	+690	New	+$13.5K	0.01%	567

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Tyler-Stone Wealth Management's SCHF Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q3 2024, closing a stake of 734 shares — an estimated $14.1K sold.

Tyler-Stone Wealth Management first reported a position in SCHF in Q4 2021 and held it in 10 quarters. The position peaked at $14.3K in Q1 2024. 1,194 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Schwab International Equity ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 734 Schwab International Equity ETF shares in Q3 2024, an estimated $14.1K.
Tyler-Stone Wealth Management first reported a position in Schwab International Equity ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Schwab International Equity ETF position peaked at $14.3K in Q1 2024.
1,194 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.