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Waypoint Capital Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Waypoint Capital 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 		$2.89M Sell
140,334
-2,772
-2% -$54.8K 0.61% 38
2024
Q2 		$2.75M Sell
143,106
-91,340
-39% -$1.77M 0.69% 38
2024
Q1 		$4.57M Sell
234,446
-53,772
-19% -$1.01M 1.2% 26
2023
Q4 		$5.33M Sell
288,218
-31,742
-10% -$551K 1.55% 22
2023
Q3 		$5.43M Sell
319,960
-11,072
-3% -$196K 1.82% 18
2023
Q2 		$5.9M Sell
331,032
-7,356
-2% -$131K 1.84% 17
2023
Q1 		$5.89M Sell
338,388
-19,466
-5% -$333K 1.92% 14
2022
Q4 		$5.76M Sell
357,854
-4,536
-1% -$70.8K 2% 14
2022
Q3 		$5.1M Sell
362,390
-69,998
-16% -$1.1M 2.22% 14
2022
Q2 		$6.8M Buy
+432,388
New +$7.36M 3.09% 9

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waypoint Capital Advisors's SCHF Position: Q3 2024 in Review

Waypoint Capital Advisors reduced its Schwab International Equity ETF (SCHF) stake by 1.9% in Q3 2024, selling an estimated $54.8K and leaving 140,334 shares worth $2.89M. The position accounts for 0.61% of the portfolio, ranked #38.

Waypoint Capital Advisors first reported a position in SCHF in Q2 2022 and has held it in 10 quarters since. The position peaked at $6.8M in Q2 2022. 1,194 funds tracked by Wall St. Rank hold SCHF as of Q3 2024.

  • Waypoint Capital Advisors held 140,334 shares of Schwab International Equity ETF worth $2.89M as of Q3 2024.
  • Waypoint Capital Advisors sold 2,772 Schwab International Equity ETF shares in Q3 2024, an estimated $54.8K.
  • Schwab International Equity ETF made up 0.61% of Waypoint Capital Advisors's portfolio in Q3 2024, its #38 holding.
  • Waypoint Capital Advisors first reported a position in Schwab International Equity ETF in Q2 2022 and has held it in 10 quarters since.
  • Waypoint Capital Advisors's Schwab International Equity ETF position peaked at $6.8M in Q2 2022.
  • 1,194 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.