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Bell Bank’s Schwab International Equity ETF SCHF Stock Holding History

Bell Bank’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
2024
Q1 		– Sell
-15,528
Closed -$287K – 187
2023
Q4 		$287K Buy
15,528
+2,558
+20% +$44.4K 0.03% 158
2023
Q3 		$220K Sell
12,970
-7,238
-36% -$128K 0.02% 170
2023
Q2 		$360K Sell
20,208
-2,830
-12% -$50.3K 0.04% 151
2023
Q1 		$401K Sell
23,038
-11,170
-33% -$191K 0.04% 143
2022
Q4 		$551K Buy
+34,208
New +$534K 0.06% 125

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bell Bank's SCHF Position: Q1 2024 in Review

Bell Bank sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 15,528 shares — an estimated $287K sold.

Bell Bank first reported a position in SCHF in Q4 2022 and held it in 5 quarters. The position peaked at $551K in Q4 2022. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

  • Bell Bank reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Bell Bank sold 15,528 Schwab International Equity ETF shares in Q1 2024, an estimated $287K.
  • Bell Bank first reported a position in Schwab International Equity ETF in Q4 2022 and held it in 5 quarters.
  • Bell Bank's Schwab International Equity ETF position peaked at $551K in Q4 2022.
  • 1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Bell Bank's 13F filing for Q1 2024, filed 23 Apr 2024.