Warren Street Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Warren Street Wealth Advisors’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	-10,752	Closed	-$207K	–	109
2024 Q2	$207K	Sell	10,752 -674	-6%	-$13K	0.1%	91
2024 Q1	$223K	Hold	11,426	–	–	0.11%	89
2023 Q4	$211K	Buy	+11,426	New	+$198K	0.12%	84
2022 Q2	–	Sell	-12,536	Closed	-$230K	–	60
2022 Q1	$230K	Buy	+12,536	New	+$233K	0.2%	50

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

Warren Street Wealth Advisors's SCHF Position: Q3 2024 in Review

Warren Street Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q3 2024, closing a stake of 10,752 shares — an estimated $207K sold.

Warren Street Wealth Advisors first reported a position in SCHF in Q1 2022 and held it in 4 quarters. The position peaked at $230K in Q1 2022. 1,194 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

Warren Street Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q3 2024 after selling out during the quarter.
Warren Street Wealth Advisors sold 10,752 Schwab International Equity ETF shares in Q3 2024, an estimated $207K.
Warren Street Wealth Advisors first reported a position in Schwab International Equity ETF in Q1 2022 and held it in 4 quarters.
Warren Street Wealth Advisors's Schwab International Equity ETF position peaked at $230K in Q1 2022.
1,194 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on Warren Street Wealth Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.