Bedel Financial Consulting’s Schwab International Equity ETF SCHF Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-3,222	Closed	-$59K	–	751
2022 Q1	$59K	Sell	3,222 -412	-11%	-$7.66K	0.02%	361
2021 Q4	$71K	Hold	3,634	–	–	0.02%	333
2021 Q3	$70K	Sell	3,634 -1,764	-33%	-$35.1K	0.02%	335
2021 Q2	$106K	Buy	5,398 +1,634	+43%	+$32.3K	0.04%	258
2021 Q1	$71K	Sell	3,764 -192	-5%	-$3.58K	0.03%	319
2020 Q4	$71K	Sell	3,956 -552	-12%	-$9.31K	0.03%	271
2020 Q3	$71K	Hold	4,508	–	–	0.04%	254
2020 Q2	$67K	Buy	4,508 +104	+2%	+$1.46K	0.04%	250
2020 Q1	$57K	Sell	4,404 -5,400	-55%	-$83K	0.04%	251
2019 Q4	$165K	Buy	9,804 +356	+4%	+$5.86K	0.09%	156
2019 Q3	$151K	Buy	9,448 +1,166	+14%	+$18.3K	0.09%	164
2019 Q2	$133K	Buy	8,282 +2,230	+37%	+$35.3K	0.08%	176
2019 Q1	$95K	Buy	6,052 +436	+8%	+$6.65K	0.06%	194
2018 Q4	$80K	Sell	5,616 -1,638	-23%	-$25.1K	0.06%	202
2018 Q3	$115K	Buy	7,254 +2,996	+70%	+$49.9K	0.08%	185
2018 Q2	$70K	Buy	4,258 +2,176	+105%	+$37K	0.05%	233
2018 Q1	$35K	Buy	+2,082	New	+$35.9K	0.03%	309

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

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

Bedel Financial Consulting's SCHF Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 3,222 shares — an estimated $59K sold.

Bedel Financial Consulting first reported a position in SCHF in Q1 2018 and held it in 17 quarters. The position peaked at $165K in Q4 2019. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

Bedel Financial Consulting reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 3,222 Schwab International Equity ETF shares in Q2 2022, an estimated $59K.
Bedel Financial Consulting first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Schwab International Equity ETF position peaked at $165K in Q4 2019.
943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.