Badgley, Phelps & Bell’s Schwab International Equity ETF SCHF Stock Holding History

Badgley, Phelps & Bell’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
2021 Q2	$304K	Hold	15,432	–	–	0.01%	189
2021 Q1	$290K	Sell	15,432 -214	-1%	-$3.99K	0.01%	186
2020 Q4	$282K	Buy	+15,646	New	+$264K	0.01%	190
2020 Q2	–	Sell	-24,346	Closed	-$315K	–	192
2020 Q1	$315K	Sell	24,346 -3,098	-11%	-$47.6K	0.02%	153
2019 Q4	$461K	Sell	27,444 -4,428	-14%	-$72.9K	0.02%	150
2019 Q3	$508K	Hold	31,872	–	–	0.03%	141
2019 Q2	$511K	Buy	31,872 +2,028	+7%	+$32.1K	0.03%	142
2019 Q1	$467K	Sell	29,844 -234,798	-89%	-$3.58M	0.03%	145
2018 Q4	$3.75M	Buy	+264,642	New	+$4.05M	0.27%	98
2018 Q1	–	Sell	-15,554	Closed	-$265K	–	197
2017 Q4	$265K	Buy	+15,554	New	+$264K	0.02%	172
2017 Q1	–	Sell	-106,028	Closed	-$1.47M	–	155
2016 Q4	$1.47M	Buy	+106,028	New	+$1.49M	0.13%	113

Other funds holding SCHF

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Badgley, Phelps & Bell's SCHF Position: Q2 2021 in Review

Badgley, Phelps & Bell held its Schwab International Equity ETF (SCHF) position steady in Q2 2021 at 15,432 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #189.

Badgley, Phelps & Bell first reported a position in SCHF in Q4 2016 and has held it in 11 quarters since. The position peaked at $3.75M in Q4 2018. 848 funds tracked by Wall St. Rank hold SCHF as of Q2 2021.

Badgley, Phelps & Bell held 15,432 shares of Schwab International Equity ETF worth $304K as of Q2 2021.
Badgley, Phelps & Bell left its Schwab International Equity ETF share count unchanged in Q2 2021.
Schwab International Equity ETF made up 0.01% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #189 holding.
Badgley, Phelps & Bell first reported a position in Schwab International Equity ETF in Q4 2016 and has held it in 11 quarters since.
Badgley, Phelps & Bell's Schwab International Equity ETF position peaked at $3.75M in Q4 2018.
848 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.