Valley Wealth Managers’s Schwab International Equity ETF SCHF Stock Holding History

Valley Wealth Managers’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 Q2	–	Sell	-2	Closed	-$39	–	398
2024 Q1	$39	Buy	+2	New	+$37	﹤0.01%	313
2023 Q4	–	Sell	-36	Closed	-$611	–	374
2023 Q3	$611	Buy	+36	New	+$636	﹤0.01%	340
2022 Q3	–	Sell	-7,616	Closed	-$120K	–	484
2022 Q2	$120K	Buy	+7,616	New	+$130K	0.01%	213
2021 Q3	–	Sell	-22,238	Closed	-$439K	–	200
2021 Q2	$439K	Buy	+22,238	New	+$440K	0.04%	138

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Valley Wealth Managers's SCHF Position: Q2 2024 in Review

Valley Wealth Managers sold out of Schwab International Equity ETF (SCHF) in Q2 2024, closing a stake of 2 shares — an estimated $39 sold.

Valley Wealth Managers first reported a position in SCHF in Q2 2021 and held it in 4 quarters. The position peaked at $439K in Q2 2021. 1,127 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

Valley Wealth Managers reported no remaining Schwab International Equity ETF position as of Q2 2024 after selling out during the quarter.
Valley Wealth Managers sold 2 Schwab International Equity ETF shares in Q2 2024, an estimated $39.
Valley Wealth Managers first reported a position in Schwab International Equity ETF in Q2 2021 and held it in 4 quarters.
Valley Wealth Managers's Schwab International Equity ETF position peaked at $439K in Q2 2021.
1,127 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on Valley Wealth Managers's 13F filing for Q2 2024, filed 8 Aug 2024.