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

Cascade 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
2023 Q2	–	Sell	-92	Closed	-$1.6K	–	196
2023 Q1	$1.6K	Buy	+92	New	+$1.57K	﹤0.01%	231
2021 Q3	–	Sell	-2,406	Closed	-$47.5K	–	267
2021 Q2	$47.5K	Buy	2,406 +578	+32%	+$11.4K	0.03%	162
2021 Q1	$34.4K	Buy	1,828 +442	+32%	+$8.24K	0.02%	178
2020 Q4	$25K	Buy	1,386 +492	+55%	+$8.3K	0.02%	191
2020 Q3	$14K	Buy	+894	New	+$14K	0.01%	205

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Cascade Investment Advisors's SCHF Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2023, closing a stake of 92 shares — an estimated $1.6K sold.

Cascade Investment Advisors first reported a position in SCHF in Q3 2020 and held it in 5 quarters. The position peaked at $47.5K in Q2 2021. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

Cascade Investment Advisors reported no remaining Schwab International Equity ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 92 Schwab International Equity ETF shares in Q2 2023, an estimated $1.6K.
Cascade Investment Advisors first reported a position in Schwab International Equity ETF in Q3 2020 and held it in 5 quarters.
Cascade Investment Advisors's Schwab International Equity ETF position peaked at $47.5K in Q2 2021.
1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.