Bowling Portfolio Management’s Schwab International Equity ETF SCHF Stock Holding History

Bowling Portfolio Management’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	$747K	Buy	53,096 +134	+0.3%	+$2.1K	0.21%	138
2022 Q2	$833K	Sell	52,962 -1,938	-4%	-$33K	0.21%	134
2022 Q1	$1.01M	Sell	54,900 -174	-0.3%	-$3.23K	0.22%	133
2021 Q4	$1.07M	Sell	55,074 -3,384	-6%	-$66.4K	0.22%	138
2021 Q3	$1.13M	Buy	58,458 +768	+1%	+$15.3K	0.25%	135
2021 Q2	$1.14M	Buy	57,690 +1,208	+2%	+$23.9K	0.25%	135
2021 Q1	$1.06M	Sell	56,482 -954	-2%	-$17.8K	0.25%	136
2020 Q4	$1.03M	Buy	57,436 +164	+0.3%	+$2.77K	0.24%	135
2020 Q3	$899K	Sell	57,272 -1,632	-3%	-$25.6K	0.2%	152
2020 Q2	$876K	Buy	58,904 +570	+1%	+$8.01K	0.19%	141
2020 Q1	$754K	Sell	58,334 -718	-1%	-$11K	0.19%	151
2019 Q4	$993K	Buy	59,052 +4,876	+9%	+$80.2K	0.17%	203
2019 Q3	$863K	Sell	54,176 -1,414	-3%	-$22.2K	0.14%	234
2019 Q2	$892K	Buy	55,590 +168	+0.3%	+$2.66K	0.15%	229
2019 Q1	$868K	Buy	55,422 +5,886	+12%	+$89.7K	0.14%	235
2018 Q4	$702K	Sell	49,536 -344	-0.7%	-$5.26K	0.12%	240
2018 Q3	$836K	Sell	49,880 -1,096	-2%	-$18.2K	0.12%	257
2018 Q2	$842K	Sell	50,976 -1,038	-2%	-$17.6K	0.12%	254
2018 Q1	$877K	Buy	52,014 +876	+2%	+$15.1K	0.12%	255
2017 Q4	$871K	Buy	51,138 +1,108	+2%	+$18.8K	0.12%	254
2017 Q3	$837K	Buy	50,030 +1,198	+2%	+$19.5K	0.13%	246
2017 Q2	$776K	Buy	48,832 +1,196	+3%	+$18.6K	0.11%	250
2017 Q1	$711K	Buy	47,636 +3,972	+9%	+$57.7K	0.12%	210
2016 Q4	$604K	Buy	43,664 +820	+2%	+$11.5K	0.09%	205
2016 Q3	$617K	Buy	42,844 +3,308	+8%	+$46.7K	0.09%	175
2016 Q2	$536K	Sell	39,536 -752	-2%	-$10.3K	0.09%	140
2016 Q1	$546K	Buy	40,288 +462	+1%	+$6K	0.09%	144
2015 Q4	$549K	Sell	39,826 -3,990	-9%	-$57.2K	0.12%	140
2015 Q3	$600K	Buy	43,816 +1,210	+3%	+$17.8K	0.14%	137
2015 Q2	$649K	Buy	42,606 +4,700	+12%	+$73.8K	0.14%	135
2015 Q1	$573K	Buy	37,906 +1,532	+4%	+$22.8K	0.13%	128
2014 Q4	$526	Buy	36,374 +1,262	+4%	+$19K	0.11%	128
2014 Q3	$545K	Buy	35,112 +10,264	+41%	+$166K	0.13%	100
2014 Q2	$410K	Buy	24,848 +5,304	+27%	+$85.4K	0.1%	101
2014 Q1	$308K	Buy	+19,544	New	+$302K	0.07%	100

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 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

Bowling Portfolio Management's SCHF Position: Q3 2022 in Review

Bowling Portfolio Management increased its Schwab International Equity ETF (SCHF) stake by 0.25% in Q3 2022, buying an estimated $2.1K and bringing the position to 53,096 shares worth $747K. The position accounts for 0.21% of the portfolio, ranked #138.

Bowling Portfolio Management first reported a position in SCHF in Q1 2014 and has held it in 35 quarters since. The position peaked at $1.14M in Q2 2021. 904 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Bowling Portfolio Management held 53,096 shares of Schwab International Equity ETF worth $747K as of Q3 2022.
Bowling Portfolio Management bought 134 Schwab International Equity ETF shares in Q3 2022, an estimated $2.1K.
Schwab International Equity ETF made up 0.21% of Bowling Portfolio Management's portfolio in Q3 2022, its #138 holding.
Bowling Portfolio Management first reported a position in Schwab International Equity ETF in Q1 2014 and has held it in 35 quarters since.
Bowling Portfolio Management's Schwab International Equity ETF position peaked at $1.14M in Q2 2021.
904 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.