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Venturi Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Venturi 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
2025
Q1 		– Sell
-919
Closed -$17K – 1581
2024
Q4 		$17K Buy
+919
New +$17.9K ﹤0.01% 1296

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Venturi Wealth Management's SCHF Position: Q1 2025 in Review

Venturi Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 919 shares — an estimated $17K sold.

Venturi Wealth Management first reported a position in SCHF in Q4 2024 and held it in 1 quarter. The position peaked at $17K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Venturi Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 919 Schwab International Equity ETF shares in Q1 2025, an estimated $17K.
  • Venturi Wealth Management first reported a position in Schwab International Equity ETF in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Schwab International Equity ETF position peaked at $17K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.