Capital Wealth Planning’s Schwab International Equity ETF SCHF Stock Holding History

Capital Wealth Planning’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
2021 Q4	–	Sell	-42,172	Closed	-$816K	–	125
2021 Q3	$816K	Buy	+42,172	New	+$839K	0.02%	54
2020 Q2	–	Sell	-71,448	Closed	-$923K	–	183
2020 Q1	$923K	Buy	71,448 +1,124	+2%	+$17.3K	0.06%	83
2019 Q4	$1.18M	Buy	70,324 +6,794	+11%	+$112K	0.07%	78
2019 Q3	$1.04M	Buy	63,530 +12,330	+24%	+$194K	0.07%	85
2019 Q2	$821K	Buy	+51,200	New	+$810K	0.06%	92
2017 Q3	–	Sell	-28,798	Closed	-$458K	–	187
2017 Q2	$458K	Buy	+28,798	New	+$447K	0.07%	67

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Wealth Planning's SCHF Position: Q4 2021 in Review

Capital Wealth Planning sold out of Schwab International Equity ETF (SCHF) in Q4 2021, closing a stake of 42,172 shares — an estimated $816K sold.

Capital Wealth Planning first reported a position in SCHF in Q2 2017 and held it in 6 quarters. The position peaked at $1.18M in Q4 2019. 954 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

Capital Wealth Planning reported no remaining Schwab International Equity ETF position as of Q4 2021 after selling out during the quarter.
Capital Wealth Planning sold 42,172 Schwab International Equity ETF shares in Q4 2021, an estimated $816K.
Capital Wealth Planning first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 6 quarters.
Capital Wealth Planning's Schwab International Equity ETF position peaked at $1.18M in Q4 2019.
954 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Capital Wealth Planning's 13F filing for Q4 2021, filed 4 Feb 2022.