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VisionPoint Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-5,196
Closed -$88.2K – 862
2023
Q3 		$88.2K Buy
+5,196
New +$91.8K 0.04% 203

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CSIA
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Wealthfront Advisers
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Charles Schwab
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Creative Planning
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VisionPoint Advisory Group's SCHF Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Schwab International Equity ETF (SCHF) in Q4 2023, closing a stake of 5,196 shares — an estimated $88.2K sold.

VisionPoint Advisory Group first reported a position in SCHF in Q3 2023 and held it in 1 quarter. The position peaked at $88.2K in Q3 2023. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Schwab International Equity ETF position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 5,196 Schwab International Equity ETF shares in Q4 2023, an estimated $88.2K.
  • VisionPoint Advisory Group first reported a position in Schwab International Equity ETF in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Schwab International Equity ETF position peaked at $88.2K in Q3 2023.
  • 1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.