Adams Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Adams Wealth Management’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
2022 Q2	–	Sell	-172,800	Closed	-$3.17M	–	74
2022 Q1	$3.17M	Buy	172,800 +14,840	+9%	+$276K	1.04%	12
2021 Q4	$3.07M	Buy	157,960 +12,776	+9%	+$251K	0.9%	15
2021 Q3	$2.81M	Buy	145,184 +29,248	+25%	+$582K	1.06%	14
2021 Q2	$2.29M	Buy	115,936 +6,150	+6%	+$122K	0.98%	12
2021 Q1	$2.06M	Buy	109,786 +30,034	+38%	+$560K	0.95%	14
2020 Q4	$1.44M	Buy	79,752 +16,202	+25%	+$273K	0.9%	14
2020 Q3	$998K	Buy	63,550 +44,532	+234%	+$699K	0.78%	17
2020 Q2	$283K	Buy	+19,018	New	+$267K	0.29%	46

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Adams Wealth Management's SCHF Position: Q2 2022 in Review

Adams Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 172,800 shares — an estimated $3.17M sold.

Adams Wealth Management first reported a position in SCHF in Q2 2020 and held it in 8 quarters. The position peaked at $3.17M in Q1 2022. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

Adams Wealth Management reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
Adams Wealth Management sold 172,800 Schwab International Equity ETF shares in Q2 2022, an estimated $3.17M.
Adams Wealth Management first reported a position in Schwab International Equity ETF in Q2 2020 and held it in 8 quarters.
Adams Wealth Management's Schwab International Equity ETF position peaked at $3.17M in Q1 2022.
943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Adams Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2022.