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Cerity Partners OCIO’s Schwab International Equity ETF SCHF Stock Holding History

Cerity Partners OCIO’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
Q2 		– Sell
-11,772
Closed -$216K – 452
2022
Q1 		$216K Buy
11,772
+72
+0.6% +$1.34K 0.01% 399
2021
Q4 		$227K Buy
11,700
+56
+0.5% +$1.1K 0.01% 393
2021
Q3 		$225K Buy
+11,644
New +$232K 0.01% 389

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Charles Schwab
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Creative Planning
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Betterment LLC
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Envestnet Asset Management
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Cerity Partners OCIO's SCHF Position: Q2 2022 in Review

Cerity Partners OCIO sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 11,772 shares — an estimated $216K sold.

Cerity Partners OCIO first reported a position in SCHF in Q3 2021 and held it in 3 quarters. The position peaked at $227K in Q4 2021. 944 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

  • Cerity Partners OCIO reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 11,772 Schwab International Equity ETF shares in Q2 2022, an estimated $216K.
  • Cerity Partners OCIO first reported a position in Schwab International Equity ETF in Q3 2021 and held it in 3 quarters.
  • Cerity Partners OCIO's Schwab International Equity ETF position peaked at $227K in Q4 2021.
  • 944 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Cerity Partners OCIO's 13F filing for Q2 2022, filed 26 Jul 2022.