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WR Wealth Planners’s Schwab International Equity ETF SCHF Stock Holding History

WR Wealth Planners’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
Q4 		$28.3K Buy
1,530
+32
+2% +$625 0.01% 405
2024
Q3 		$30.8K Buy
+1,498
New +$29.6K 0.01% 414
2023
Q3 		– Sell
-476
Closed -$8.47K – 941
2023
Q2 		$8.47K Buy
+476
New +$8.45K ﹤0.01% 604

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

WR Wealth Planners's SCHF Position: Q4 2024 in Review

WR Wealth Planners increased its Schwab International Equity ETF (SCHF) stake by 2.1% in Q4 2024, buying an estimated $625 and bringing the position to 1,530 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #405.

WR Wealth Planners first reported a position in SCHF in Q2 2023 and has held it in 3 quarters since. The position peaked at $30.8K in Q3 2024. 1,294 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

  • WR Wealth Planners held 1,530 shares of Schwab International Equity ETF worth $28.3K as of Q4 2024.
  • WR Wealth Planners bought 32 Schwab International Equity ETF shares in Q4 2024, an estimated $625.
  • Schwab International Equity ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #405 holding.
  • WR Wealth Planners first reported a position in Schwab International Equity ETF in Q2 2023 and has held it in 3 quarters since.
  • WR Wealth Planners's Schwab International Equity ETF position peaked at $30.8K in Q3 2024.
  • 1,294 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.