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Schwab International Equity ETF shares owned by Castle Wealth Management

Quarter-by-quarter ownership of Schwab International Equity ETF (SCHF) shares owned by Castle Wealth Management from 13F filings

Historical chart of Castle Wealth Management investment in Schwab International Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab International Equity ETF held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab International Equity ETF by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $644k 17k 39.02
2023-12-31 $616k 17k 36.96
2023-09-30 $601k 18k 33.96
2023-06-30 $659k 19k 35.65
2023-03-31 $661k 19k 34.80
2022-12-31 $734k 23k 32.21
2022-09-30 $555k 20k 28.15
2022-06-30 $550k 18k 31.44

More positions owned by Castle Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Etf Ser Solutions Aam Bahl & Gayn (SMIG)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Matthews Asia Fds Emerging Markets (MEMX)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Castle Wealth Management

Top funds holding Schwab International Equity ETF

Northwestern Mutual Wealth Management Company
Empower Advisory Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Advisory
Wealthfront Advisers
Charles Schwab Investment Management
Creative Planning
Betterment
CI Private Wealth
HighTower Advisors
Envestnet Asset Management
SCS Capital Management
Mercer Global Advisors
Sontag Advisory
Mariner Wealth Advisors

View all funds holding Schwab International Equity ETF