Cohen Klingenstein’s Schwab International Equity ETF SCHF Stock Holding History

Cohen Klingenstein’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	-132,582	Closed	-$2.56M	–	241
2021 Q3	$2.56M	Sell	132,582 -57,548	-30%	-$1.14M	0.11%	114
2021 Q2	$3.75M	Hold	190,130	–	–	0.16%	102
2021 Q1	$3.58M	Hold	190,130	–	–	0.17%	99
2020 Q4	$3.42M	Hold	190,130	–	–	0.17%	99
2020 Q3	$2.98M	Hold	190,130	–	–	0.17%	100
2020 Q2	$2.83M	Hold	190,130	–	–	0.17%	93
2020 Q1	$2.46M	Hold	190,130	–	–	0.18%	95
2019 Q4	$3.2M	Hold	190,130	–	–	0.19%	98
2019 Q3	$3.03M	Hold	190,130	–	–	0.19%	95
2019 Q2	$3.05M	Sell	190,130 -15,566	-8%	-$246K	0.22%	88
2019 Q1	$3.22M	Buy	+205,696	New	+$3.14M	0.22%	73

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

Cohen Klingenstein's SCHF Position: Q4 2021 in Review

Cohen Klingenstein sold out of Schwab International Equity ETF (SCHF) in Q4 2021, closing a stake of 132,582 shares — an estimated $2.56M sold.

Cohen Klingenstein first reported a position in SCHF in Q1 2019 and held it in 11 quarters. The position peaked at $3.75M in Q2 2021. 954 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

Cohen Klingenstein reported no remaining Schwab International Equity ETF position as of Q4 2021 after selling out during the quarter.
Cohen Klingenstein sold 132,582 Schwab International Equity ETF shares in Q4 2021, an estimated $2.56M.
Cohen Klingenstein first reported a position in Schwab International Equity ETF in Q1 2019 and held it in 11 quarters.
Cohen Klingenstein's Schwab International Equity ETF position peaked at $3.75M in Q2 2021.
954 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Cohen Klingenstein's 13F filing for Q4 2021, filed 14 Jan 2022.