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Appleton Group’s Schwab International Equity ETF SCHF Stock Holding History

Appleton Group’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
2023
Q1 		– Sell
-662,288
Closed -$10.7M – 45
2022
Q4 		$10.7M Buy
+662,288
New +$10.3M 15.64% 3
2022
Q2 		– Sell
-342,356
Closed -$6.29M – 41
2022
Q1 		$6.29M Buy
342,356
+331,770
+3,134% +$6.17M 8.75% 4
2021
Q4 		$206K Sell
10,586
-333,678
-97% -$6.55M 0.21% 51
2021
Q3 		$6.66M Sell
344,264
-269,998
-44% -$5.37M 5.73% 5
2021
Q2 		$12.1M Buy
614,262
+570,812
+1,314% +$11.3M 9.3% 4
2021
Q1 		$817K Sell
43,450
-503,244
-92% -$9.38M 1.07% 12
2020
Q4 		$9.84M Sell
546,694
-5,266
-1% -$88.8K 9.6% 5
2020
Q3 		$8.67M Buy
551,960
+22,708
+4% +$357K 13.57% 3
2020
Q2 		$7.87M Buy
+529,252
New +$7.44M 9.48% 5
2020
Q1 		– Sell
-417,898
Closed -$7.03M – 25
2019
Q4 		$7.03M Sell
417,898
-122,302
-23% -$2.01M 8.92% 5
2019
Q3 		$8.61M Sell
540,200
-82,192
-13% -$1.29M 9.99% 4
2019
Q2 		$9.99M Buy
622,392
+13,260
+2% +$210K 11.14% 4
2019
Q1 		$9.54M Buy
+609,132
New +$9.29M 9.18% 4
2018
Q4 		– Sell
-12,670
Closed -$212K – 15
2018
Q3 		$212K Buy
12,670
+442
+4% +$7.36K 0.22% 27
2018
Q2 		$202K Buy
12,228
+30
+0.2% +$510 0.27% 24
2018
Q1 		$206K Sell
12,198
-528,334
-98% -$9.1M 0.24% 27
2017
Q4 		$9.21M Buy
540,532
+6,558
+1% +$112K 9.13% 2
2017
Q3 		$8.94M Sell
533,974
-2,392
-0.4% -$39K 9.6% 2
2017
Q2 		$8.52M Sell
536,366
-3,796
-0.7% -$58.9K 9.64% 2
2017
Q1 		$8.07M Sell
540,162
-20,578
-4% -$299K 9.32% 2
2016
Q4 		$7.76M Sell
560,740
-9,340
-2% -$131K 10.25% 3
2016
Q3 		$8.21M Buy
+570,080
New +$8.04M 9.9% 3
2015
Q3 		– Sell
-15,384
Closed -$234K – 22
2015
Q2 		$234K Buy
15,384
+692
+5% +$10.9K 0.27% 19
2015
Q1 		$222K Buy
+14,692
New +$218K 0.24% 21
2014
Q3 		– Sell
-12,260
Closed -$202K – 27
2014
Q2 		$202K Buy
+12,260
New +$197K 0.22% 26

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Appleton Group's SCHF Position: Q1 2023 in Review

Appleton Group sold out of Schwab International Equity ETF (SCHF) in Q1 2023, closing a stake of 662,288 shares — an estimated $10.7M sold.

Appleton Group first reported a position in SCHF in Q2 2014 and held it in 25 quarters. The position peaked at $12.1M in Q2 2021. 997 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

  • Appleton Group reported no remaining Schwab International Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Appleton Group sold 662,288 Schwab International Equity ETF shares in Q1 2023, an estimated $10.7M.
  • Appleton Group first reported a position in Schwab International Equity ETF in Q2 2014 and held it in 25 quarters.
  • Appleton Group's Schwab International Equity ETF position peaked at $12.1M in Q2 2021.
  • 997 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Appleton Group's 13F filing for Q1 2023, filed 9 May 2023.