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Confluence Wealth Services’s Schwab International Equity ETF SCHF Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-2,020
Closed -$39K – 983
2021
Q4 		$39K Buy
+2,020
New +$39.7K 0.01% 538

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Confluence Wealth Services's SCHF Position: Q1 2022 in Review

Confluence Wealth Services sold out of Schwab International Equity ETF (SCHF) in Q1 2022, closing a stake of 2,020 shares — an estimated $39K sold.

Confluence Wealth Services first reported a position in SCHF in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

  • Confluence Wealth Services reported no remaining Schwab International Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 2,020 Schwab International Equity ETF shares in Q1 2022, an estimated $39K.
  • Confluence Wealth Services first reported a position in Schwab International Equity ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Schwab International Equity ETF position peaked at $39K in Q4 2021.
  • 957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.