Aveo Capital Partners’s Schwab International Equity ETF SCHF Stock Holding History

Aveo Capital 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
2022 Q2	–	Sell	-19,682	Closed	-$361K	–	293
2022 Q1	$361K	Sell	19,682 -7,168	-27%	-$133K	0.06%	207
2021 Q4	$522K	Buy	26,850 +3,674	+16%	+$72.1K	0.09%	169
2021 Q3	$448K	Buy	23,176 +7,376	+47%	+$147K	0.09%	167
2021 Q2	$312K	Sell	15,800 -2,378	-13%	-$47K	0.07%	210
2021 Q1	$342K	Buy	+18,178	New	+$339K	0.09%	175

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

Aveo Capital Partners's SCHF Position: Q2 2022 in Review

Aveo Capital Partners sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 19,682 shares — an estimated $361K sold.

Aveo Capital Partners first reported a position in SCHF in Q1 2021 and held it in 5 quarters. The position peaked at $522K in Q4 2021. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

Aveo Capital Partners reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
Aveo Capital Partners sold 19,682 Schwab International Equity ETF shares in Q2 2022, an estimated $361K.
Aveo Capital Partners first reported a position in Schwab International Equity ETF in Q1 2021 and held it in 5 quarters.
Aveo Capital Partners's Schwab International Equity ETF position peaked at $522K in Q4 2021.
943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Aveo Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.