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Bison Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Bison Wealth’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
Q3 		– Sell
-2,046
Closed -$32K – 327
2022
Q2 		$32K Hold
2,046
– – 0.02% 251
2022
Q1 		$38K Sell
2,046
-82
-4% -$1.52K 0.02% 282
2021
Q4 		$41K Sell
2,128
-29,190
-93% -$573K 0.02% 261
2021
Q3 		$606K Sell
31,318
-2,382
-7% -$47.4K 0.28% 83
2021
Q2 		$665K Sell
33,700
-370
-1% -$7.31K 0.29% 82
2021
Q1 		$641K Buy
34,070
+670
+2% +$12.5K 0.27% 86
2020
Q4 		$601K Buy
33,400
+804
+2% +$13.6K 0.28% 85
2020
Q3 		$512K Sell
32,596
-1,108
-3% -$17.4K 0.3% 86
2020
Q2 		$501K Sell
33,704
-2,242
-6% -$31.5K 0.32% 86
2020
Q1 		$464K Buy
35,946
+9,534
+36% +$147K 0.34% 86
2019
Q4 		$444K Buy
26,412
+1,544
+6% +$25.4K 0.21% 122
2019
Q3 		$396K Buy
24,868
+528
+2% +$8.3K 0.22% 125
2019
Q2 		$391K Sell
24,340
-4,060
-14% -$64.2K 0.23% 128
2019
Q1 		$445K Buy
28,400
+186
+0.7% +$2.84K 0.27% 112
2018
Q4 		$400K Buy
28,214
+850
+3% +$13K 0.29% 98
2018
Q3 		$459K Buy
27,364
+4,558
+20% +$75.9K 0.3% 101
2018
Q2 		$377K Sell
22,806
-814
-3% -$13.8K 0.28% 106
2018
Q1 		$398K Buy
23,620
+4,420
+23% +$76.1K 0.3% 93
2017
Q4 		$327K Buy
+19,200
New +$326K 0.24% 116
2017
Q1 		– Sell
-28,660
Closed -$397K – 190
2016
Q4 		$397K Buy
28,660
+6,476
+29% +$90.8K 0.34% 81
2016
Q3 		$319K Sell
22,184
-24,098
-52% -$340K 0.27% 102
2016
Q2 		$627K Buy
46,282
+1,862
+4% +$25.5K 0.38% 86
2016
Q1 		$602K Buy
44,420
+8,126
+22% +$105K 0.39% 83
2015
Q4 		$500K Buy
36,294
+11,240
+45% +$161K 0.29% 108
2015
Q3 		$343K Buy
25,054
+1,014
+4% +$14.9K 0.23% 137
2015
Q2 		$366K Buy
24,040
+1,872
+8% +$29.4K 0.21% 133
2015
Q1 		$335K Buy
22,168
+5,880
+36% +$87.4K 0.2% 147
2014
Q4 		$235K Buy
+16,288
New +$245K 0.18% 154

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bison Wealth's SCHF Position: Q3 2022 in Review

Bison Wealth sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 2,046 shares — an estimated $32K sold.

Bison Wealth first reported a position in SCHF in Q4 2014 and held it in 28 quarters. The position peaked at $665K in Q2 2021. 904 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

  • Bison Wealth reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 2,046 Schwab International Equity ETF shares in Q3 2022, an estimated $32K.
  • Bison Wealth first reported a position in Schwab International Equity ETF in Q4 2014 and held it in 28 quarters.
  • Bison Wealth's Schwab International Equity ETF position peaked at $665K in Q2 2021.
  • 904 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.