Boyce & Associates Wealth Consulting’s Schwab International Equity ETF SCHF Stock Holding History

Boyce & Associates Wealth Consulting’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	-87,570	Closed	-$1.38M	–	47
2022 Q2	$1.38M	Sell	87,570 -90,850	-51%	-$1.55M	2.5%	12
2022 Q1	$3.28M	Buy	+178,420	New	+$3.32M	4.89%	4

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 $424B AUM 22.96% 1-Year Est. Return

Boyce & Associates Wealth Consulting's SCHF Position: Q3 2022 in Review

Boyce & Associates Wealth Consulting sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 87,570 shares — an estimated $1.38M sold.

Boyce & Associates Wealth Consulting first reported a position in SCHF in Q1 2022 and held it in 2 quarters. The position peaked at $3.28M in Q1 2022. 904 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Boyce & Associates Wealth Consulting reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Boyce & Associates Wealth Consulting sold 87,570 Schwab International Equity ETF shares in Q3 2022, an estimated $1.38M.
Boyce & Associates Wealth Consulting first reported a position in Schwab International Equity ETF in Q1 2022 and held it in 2 quarters.
Boyce & Associates Wealth Consulting's Schwab International Equity ETF position peaked at $3.28M in Q1 2022.
904 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2022, filed 24 Oct 2022.