BBR Partners’s Schwab International Equity ETF SCHF Stock Holding History

BBR 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
2021 Q2	–	Sell	-79,918	Closed	-$1.5M	–	217
2021 Q1	$1.5M	Hold	79,918	–	–	0.12%	67
2020 Q4	$1.44M	Hold	79,918	–	–	0.12%	66
2020 Q3	$1.25M	Hold	79,918	–	–	0.11%	73
2020 Q2	$1.19M	Buy	+79,918	New	+$1.12M	0.15%	66
2019 Q4	–	Sell	-125,536	Closed	-$2M	–	206
2019 Q3	$2M	Hold	125,536	–	–	0.3%	31
2019 Q2	$2.01M	Sell	125,536 -486	-0.4%	-$7.69K	0.32%	33
2019 Q1	$1.97M	Buy	126,022 +29,688	+31%	+$453K	0.26%	56
2018 Q4	$1.37M	Sell	96,334 -22,948	-19%	-$351K	0.18%	64
2018 Q3	$2M	Hold	119,282	–	–	0.29%	33
2018 Q2	$1.97M	Hold	119,282	–	–	0.33%	30
2018 Q1	$2.01M	Sell	119,282 -11,860	-9%	-$204K	0.36%	22
2017 Q4	$2.23M	Buy	+131,142	New	+$2.23M	0.42%	15

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

BBR Partners's SCHF Position: Q2 2021 in Review

BBR Partners sold out of Schwab International Equity ETF (SCHF) in Q2 2021, closing a stake of 79,918 shares — an estimated $1.5M sold.

BBR Partners first reported a position in SCHF in Q4 2017 and held it in 12 quarters. The position peaked at $2.23M in Q4 2017. 847 funds tracked by Wall St. Rank hold SCHF as of Q2 2021.

BBR Partners reported no remaining Schwab International Equity ETF position as of Q2 2021 after selling out during the quarter.
BBR Partners sold 79,918 Schwab International Equity ETF shares in Q2 2021, an estimated $1.5M.
BBR Partners first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 12 quarters.
BBR Partners's Schwab International Equity ETF position peaked at $2.23M in Q4 2017.
847 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2021.

Based on BBR Partners's 13F filing for Q2 2021, filed 13 Aug 2021.