BDO Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

BDO Wealth Advisors’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 Q2	$167K	Buy	9,376 +20	+0.2%	+$355	0.02%	279
2023 Q1	$163K	Buy	9,356 +260	+3%	+$4.45K	0.02%	268
2022 Q4	$147K	Sell	9,096 -1,492	-14%	-$23.3K	0.02%	287
2022 Q3	$149K	Buy	10,588 +2,974	+39%	+$46.7K	0.02%	282
2022 Q2	$120K	Hold	7,614	–	–	0.01%	306
2022 Q1	$140K	Hold	7,614	–	–	0.01%	301
2021 Q4	$148K	Hold	7,614	–	–	0.02%	309
2021 Q3	$147K	Buy	7,614 +144	+2%	+$2.86K	0.02%	318
2021 Q2	$147K	Sell	7,470 -990	-12%	-$19.6K	0.02%	332
2021 Q1	$159K	Buy	8,460 +2,450	+41%	+$45.7K	0.02%	316
2020 Q4	$108K	Hold	6,010	–	–	0.02%	279
2020 Q3	$94K	Hold	6,010	–	–	0.02%	273
2020 Q2	$89K	Hold	6,010	–	–	0.02%	280
2020 Q1	$78K	Buy	6,010 +1,994	+50%	+$30.7K	0.02%	300
2019 Q4	$68K	Hold	4,016	–	–	0.02%	275
2019 Q3	$64K	Hold	4,016	–	–	0.02%	292
2019 Q2	$64K	Hold	4,016	–	–	0.02%	282
2019 Q1	$63K	Sell	4,016 -1,210	-23%	-$18.4K	0.02%	259
2018 Q4	$74K	Sell	5,226 -16,282	-76%	-$249K	0.03%	226
2018 Q3	$361K	Buy	21,508 +20,000	+1,326%	+$333K	0.12%	111
2018 Q2	$25K	Buy	+1,508	New	+$25.6K	0.01%	364

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BDO Wealth Advisors's SCHF Position: Q2 2023 in Review

BDO Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 0.21% in Q2 2023, buying an estimated $355 and bringing the position to 9,376 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #279.

BDO Wealth Advisors first reported a position in SCHF in Q2 2018 and has held it in 21 quarters since. The position peaked at $361K in Q3 2018. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

BDO Wealth Advisors held 9,376 shares of Schwab International Equity ETF worth $167K as of Q2 2023.
BDO Wealth Advisors bought 20 Schwab International Equity ETF shares in Q2 2023, an estimated $355.
Schwab International Equity ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #279 holding.
BDO Wealth Advisors first reported a position in Schwab International Equity ETF in Q2 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's Schwab International Equity ETF position peaked at $361K in Q3 2018.
1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.