B&D White Capital Company’s Schwab International Equity ETF SCHF Stock Holding History

B&D White Capital Company’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 Q4	–	Sell	-80,694	Closed	-$1.13M	–	114
2022 Q3	$1.13M	Buy	80,694 +2,174	+3%	+$34.1K	0.42%	32
2022 Q2	$1.23M	Sell	78,520 -214	-0.3%	-$3.65K	0.53%	29
2022 Q1	$1.45M	Sell	78,734 -17,026	-18%	-$316K	0.46%	26
2021 Q4	$1.86M	Buy	95,760 +26,554	+38%	+$521K	0.61%	23
2021 Q3	$1.34M	Buy	+69,206	New	+$1.38M	0.52%	39

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

Libra Wealth Los Gatos, California $355M AUM 17.36% 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

B&D White Capital Company's SCHF Position: Q4 2022 in Review

B&D White Capital Company sold out of Schwab International Equity ETF (SCHF) in Q4 2022, closing a stake of 80,694 shares — an estimated $1.13M sold.

B&D White Capital Company first reported a position in SCHF in Q3 2021 and held it in 5 quarters. The position peaked at $1.86M in Q4 2021. 982 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

B&D White Capital Company reported no remaining Schwab International Equity ETF position as of Q4 2022 after selling out during the quarter.
B&D White Capital Company sold 80,694 Schwab International Equity ETF shares in Q4 2022, an estimated $1.13M.
B&D White Capital Company first reported a position in Schwab International Equity ETF in Q3 2021 and held it in 5 quarters.
B&D White Capital Company's Schwab International Equity ETF position peaked at $1.86M in Q4 2021.
982 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on B&D White Capital Company's 13F filing for Q4 2022, filed 7 Feb 2023.