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Capital Directions Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Capital Directions Investment Advisors’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 		$93.8K Buy
+5,826
New +$91K 0.04% 80
2022
Q3 		– Sell
-5,764
Closed -$90.5K – 86
2022
Q2 		$91K Hold
5,764
– – 0.03% 91
2022
Q1 		$106K Buy
+5,764
New +$107K 0.03% 95
2021
Q4 		– Sell
-5,602
Closed -$108K – 188
2021
Q3 		$108K Buy
5,602
+4
+0.1% +$80 0.03% 88
2021
Q2 		$110K Buy
+5,598
New +$111K 0.03% 77
2021
Q1 		– Sell
-5,598
Closed -$101K – 309
2020
Q4 		$101K Hold
5,598
– – 0.03% 79
2020
Q3 		$88K Hold
5,598
– – 0.03% 82
2020
Q2 		$83K Sell
5,598
-1,348
-19% -$18.9K 0.03% 79
2020
Q1 		$90K Sell
6,946
-490
-7% -$7.54K 0.04% 78
2019
Q4 		$125K Buy
7,436
+490
+7% +$8.06K 0.04% 82
2019
Q3 		$111K Sell
6,946
-354
-5% -$5.57K 0.04% 80
2019
Q2 		$117K Sell
7,300
-192
-3% -$3.04K 0.04% 57
2019
Q1 		$117K Sell
7,492
-438
-6% -$6.68K 0.04% 49
2018
Q4 		$112K Buy
7,930
+10
+0.1% +$153 0.04% 55
2018
Q3 		$133K Buy
7,920
+1,854
+31% +$30.9K 0.04% 54
2018
Q2 		$100K Sell
6,066
-6,456
-52% -$110K 0.05% 49
2018
Q1 		$211K Buy
12,522
+8
+0.1% +$138 0.07% 41
2017
Q4 		$213K Buy
12,514
+360
+3% +$6.12K 0.07% 40
2017
Q3 		$203K Buy
12,154
+3,928
+48% +$64.1K 0.07% 40
2017
Q2 		$131K Sell
8,226
-240
-3% -$3.73K 0.04% 42
2017
Q1 		$126K Buy
8,466
+240
+3% +$3.48K 0.04% 44
2016
Q4 		$114K Hold
8,226
– – 0.04% 42
2016
Q3 		$118K Hold
8,226
– – 0.04% 42
2016
Q2 		$112K Hold
8,226
– – 0.04% 42
2016
Q1 		$112K Sell
8,226
-2,556
-24% -$33.2K 0.04% 35
2015
Q4 		$149K Hold
10,782
– – 0.05% 38
2015
Q3 		$148K Sell
10,782
-4,000
-27% -$58.8K 0.05% 38
2015
Q2 		$225K Hold
14,782
– – 0.08% 33
2015
Q1 		$234K Buy
+14,782
New +$220K 0.08% 33

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Directions Investment Advisors's SCHF Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Schwab International Equity ETF (SCHF) in Q4 2022: 5,826 shares worth $93.8K. The stake represents 0.04% of the portfolio and ranks #80 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SCHF as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SCHF in Q1 2015 and has held it in 29 quarters since. The position peaked at $234K in Q1 2015. 983 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

  • Capital Directions Investment Advisors held 5,826 shares of Schwab International Equity ETF worth $93.8K as of Q4 2022.
  • Schwab International Equity ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • Schwab International Equity ETF made up 0.04% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #80 holding.
  • Capital Directions Investment Advisors first reported a position in Schwab International Equity ETF in Q1 2015 and has held it in 29 quarters since.
  • Capital Directions Investment Advisors's Schwab International Equity ETF position peaked at $234K in Q1 2015.
  • 983 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.