BCP
SCHF icon

Blue Chip Partners’s Schwab International Equity ETF SCHF Stock Holding History

Blue Chip Partners’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
Q4 		– Sell
-10,702
Closed -$151K – 187
2022
Q3 		$151K Hold
10,702
– – 0.02% 139
2022
Q2 		$168K Buy
+10,702
New +$182K 0.02% 139
2020
Q1 		– Sell
-16,952
Closed -$285K – 153
2019
Q4 		$285K Buy
16,952
+352
+2% +$5.79K 0.05% 115
2019
Q3 		$264K Buy
16,600
+128
+0.8% +$2.01K 0.06% 104
2019
Q2 		$264K Hold
16,472
– – 0.06% 105
2019
Q1 		$258K Sell
16,472
-1,278
-7% -$19.5K 0.06% 106
2018
Q4 		$252K Buy
17,750
+518
+3% +$7.93K 0.06% 119
2018
Q3 		$289K Hold
17,232
– – 0.07% 101
2018
Q2 		$285K Sell
17,232
-908
-5% -$15.4K 0.08% 102
2018
Q1 		$306K Buy
18,140
+484
+3% +$8.34K 0.08% 109
2017
Q4 		$301K Buy
17,656
+408
+2% +$6.94K 0.09% 100
2017
Q3 		$289K Sell
17,248
-5,068
-23% -$82.7K 0.09% 101
2017
Q2 		$355K Hold
22,316
– – 0.12% 98
2017
Q1 		$333K Hold
22,316
– – 0.13% 97
2016
Q4 		$309K Buy
22,316
+11,158
+100% +$156K 0.12% 98
2016
Q3 		$161K Hold
11,158
– – 0.07% 109
2016
Q2 		$151K Hold
11,158
– – 0.07% 109
2016
Q1 		$151K Hold
11,158
– – 0.07% 105
2015
Q4 		$154K Buy
11,158
+244
+2% +$3.5K 0.08% 103
2015
Q3 		$149K Hold
10,914
– – 0.09% 107
2015
Q2 		$166K Hold
10,914
– – 0.11% 97
2015
Q1 		$165K Hold
10,914
– – 0.11% 95
2014
Q4 		$158K Buy
+10,914
New +$164K 0.11% 95

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
LW
Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 22.9% 1-Year Est. Return

Blue Chip Partners's SCHF Position: Q4 2022 in Review

Blue Chip Partners sold out of Schwab International Equity ETF (SCHF) in Q4 2022, closing a stake of 10,702 shares — an estimated $151K sold.

Blue Chip Partners first reported a position in SCHF in Q4 2014 and held it in 23 quarters. The position peaked at $355K in Q2 2017. 983 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

  • Blue Chip Partners reported no remaining Schwab International Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Blue Chip Partners sold 10,702 Schwab International Equity ETF shares in Q4 2022, an estimated $151K.
  • Blue Chip Partners first reported a position in Schwab International Equity ETF in Q4 2014 and held it in 23 quarters.
  • Blue Chip Partners's Schwab International Equity ETF position peaked at $355K in Q2 2017.
  • 983 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on Blue Chip Partners's 13F filing for Q4 2022, filed 1 Feb 2023.