WMS Partners’s Schwab International Equity ETF SCHF Stock Holding History

WMS Partners’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	-88,572	Closed	-$1.73M	–	282
2024 Q1	$1.73M	Buy	88,572 +38	+0%	+$710	0.12%	78
2023 Q4	$1.64M	Hold	88,534	–	–	0.12%	71
2023 Q3	$1.5M	Sell	88,534 -1,138	-1%	-$20.1K	0.12%	79
2023 Q2	$1.6M	Buy	89,672 +12	+0%	+$213	0.13%	74
2023 Q1	$1.56M	Sell	89,660 -2,252	-2%	-$38.6K	0.14%	73
2022 Q4	$1.48M	Sell	91,912 -802	-0.9%	-$12.5K	0.15%	76
2022 Q3	$1.3M	Buy	+92,714	New	+$1.46M	0.18%	68
2019 Q2	–	Sell	-13,776	Closed	-$216K	–	222
2019 Q1	$216K	Buy	+13,776	New	+$210K	0.05%	184

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

WMS Partners's SCHF Position: Q2 2024 in Review

WMS Partners sold out of Schwab International Equity ETF (SCHF) in Q2 2024, closing a stake of 88,572 shares — an estimated $1.73M sold.

WMS Partners first reported a position in SCHF in Q1 2019 and held it in 8 quarters. The position peaked at $1.73M in Q1 2024. 1,127 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

WMS Partners reported no remaining Schwab International Equity ETF position as of Q2 2024 after selling out during the quarter.
WMS Partners sold 88,572 Schwab International Equity ETF shares in Q2 2024, an estimated $1.73M.
WMS Partners first reported a position in Schwab International Equity ETF in Q1 2019 and held it in 8 quarters.
WMS Partners's Schwab International Equity ETF position peaked at $1.73M in Q1 2024.
1,127 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on WMS Partners's 13F filing for Q2 2024, filed 14 Aug 2024.