Blooom Inc’s Schwab International Equity ETF SCHF Stock Holding History

Blooom Inc’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	$1.03M	Sell	72,464 -2,266	-3%	-$35.6K	1.95%	10
2022 Q2	$1.21M	Sell	74,730 -9,676	-11%	-$165K	2.08%	8
2022 Q1	$1.58M	Buy	84,406 +4,918	+6%	+$91.4K	1.27%	10
2021 Q4	$1.55M	Sell	79,488 -1,698	-2%	-$33.3K	1.17%	10
2021 Q3	$1.6M	Buy	81,186 +1,098	+1%	+$21.8K	1.32%	8
2021 Q2	$1.6M	Buy	80,088 +20,100	+34%	+$397K	1.19%	8
2021 Q1	$1.36M	Sell	59,988 -9,794	-14%	-$183K	1.07%	10
2020 Q4	$1.26M	Buy	+69,782	New	+$1.18M	1.01%	10

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Blooom Inc's SCHF Position: Q3 2022 in Review

Blooom Inc reduced its Schwab International Equity ETF (SCHF) stake by 3% in Q3 2022, selling an estimated $35.6K and leaving 72,464 shares worth $1.03M. The position accounts for 1.95% of the portfolio, ranked #10.

Blooom Inc first reported a position in SCHF in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.6M in Q2 2021. 904 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Blooom Inc held 72,464 shares of Schwab International Equity ETF worth $1.03M as of Q3 2022.
Blooom Inc sold 2,266 Schwab International Equity ETF shares in Q3 2022, an estimated $35.6K.
Schwab International Equity ETF made up 1.95% of Blooom Inc's portfolio in Q3 2022, its #10 holding.
Blooom Inc first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Schwab International Equity ETF position peaked at $1.6M in Q2 2021.
904 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.