Baldrige Asset Management’s Schwab International Equity ETF SCHF Stock Holding History

Baldrige Asset 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
2023 Q1	$3.77M	Buy	216,490 +1,596	+0.7%	+$27.3K	1.55%	17
2022 Q4	$3.46M	Buy	214,894 +8,560	+4%	+$134K	1.54%	17
2022 Q3	$2.9M	Buy	206,334 +12,228	+6%	+$192K	1.38%	18
2022 Q2	$3.05M	Buy	194,106 +1,730	+0.9%	+$29.5K	1.4%	18
2022 Q1	$3.53M	Buy	192,376 +12,022	+7%	+$223K	1.44%	17
2021 Q4	$3.5M	Buy	180,354 +32	+0%	+$628	1.37%	19
2021 Q3	$3.49M	Sell	180,322 -7,674	-4%	-$153K	1.45%	17
2021 Q2	$3.71M	Buy	187,996 +996	+0.5%	+$19.7K	1.61%	16
2021 Q1	$3.52M	Buy	187,000 +376	+0.2%	+$7.01K	1.92%	15
2020 Q4	$3.36M	Buy	186,624 +808	+0.4%	+$13.6K	2%	15
2020 Q3	$2.92M	Sell	185,816 -8,990	-5%	-$141K	1.97%	17
2020 Q2	$2.9M	Buy	194,806 +22,238	+13%	+$313K	2.18%	15
2020 Q1	$2.23M	Sell	172,568 -27,274	-14%	-$419K	1.95%	16
2019 Q4	$3.36M	Buy	199,842 +6,742	+3%	+$111K	2.77%	12
2019 Q3	$3.08M	Buy	193,100 +6,070	+3%	+$95.5K	2.73%	13
2019 Q2	$3M	Sell	187,030 -9,270	-5%	-$147K	2.77%	12
2019 Q1	$3.07M	Buy	+196,300	New	+$2.99M	3%	11

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

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 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

Baldrige Asset Management's SCHF Position: Q1 2023 in Review

Baldrige Asset Management increased its Schwab International Equity ETF (SCHF) stake by 0.74% in Q1 2023, buying an estimated $27.3K and bringing the position to 216,490 shares worth $3.77M. The position accounts for 1.55% of the portfolio, ranked #17.

Baldrige Asset Management first reported a position in SCHF in Q1 2019 and has held it in 17 quarters since. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

Baldrige Asset Management held 216,490 shares of Schwab International Equity ETF worth $3.77M as of Q1 2023.
Baldrige Asset Management bought 1,596 Schwab International Equity ETF shares in Q1 2023, an estimated $27.3K.
Schwab International Equity ETF made up 1.55% of Baldrige Asset Management's portfolio in Q1 2023, its #17 holding.
Baldrige Asset Management first reported a position in Schwab International Equity ETF in Q1 2019 and has held it in 17 quarters since.
996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.