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Cornerstone Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Cornerstone Wealth Management’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
-14,890
Closed -$288K – 517
2021
Q4 		$288K Sell
14,890
-104
-0.7% -$2.04K 0.03% 399
2021
Q3 		$290K Sell
14,994
-5,052
-25% -$100K 0.03% 356
2021
Q2 		$395K Sell
20,046
-5,660
-22% -$112K 0.04% 323
2021
Q1 		$484K Sell
25,706
-3,626
-12% -$67.6K 0.06% 278
2020
Q4 		$528K Buy
29,332
+142
+0.5% +$2.4K 0.07% 239
2020
Q3 		$458K Sell
29,190
-88
-0.3% -$1.38K 0.07% 231
2020
Q2 		$436K Buy
29,278
+196
+0.7% +$2.75K 0.07% 234
2020
Q1 		$376K Sell
29,082
-4,630
-14% -$71.2K 0.07% 236
2019
Q4 		$567K Sell
33,712
-140
-0.4% -$2.3K 0.09% 193
2019
Q3 		$539K Sell
33,852
-7,100
-17% -$112K 0.1% 196
2019
Q2 		$657K Buy
40,952
+140
+0.3% +$2.21K 0.12% 178
2019
Q1 		$800K Buy
40,812
+1,778
+5% +$27.1K 0.1% 214
2018
Q4 		$555K Buy
+39,034
New +$597K 0.12% 179
2018
Q1 		$540K Buy
32,718
+7,742
+31% +$133K 0.1% 193
2017
Q4 		$437K Sell
24,976
-5,092
-17% -$86.6K 0.08% 239
2017
Q3 		$503K Buy
30,068
+4,008
+15% +$65.4K 0.1% 200
2017
Q2 		$414K Buy
26,060
+102
+0.4% +$1.58K 0.09% 218
2017
Q1 		$385K Buy
25,958
+378
+1% +$5.49K 0.1% 211
2016
Q4 		$357K Buy
25,580
+10,580
+71% +$148K 0.11% 171
2016
Q3 		$215K Buy
+15,000
New +$212K 0.08% 244

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Cornerstone Wealth Management's SCHF Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2022, closing a stake of 14,890 shares — an estimated $288K sold.

Cornerstone Wealth Management first reported a position in SCHF in Q3 2016 and held it in 20 quarters. The position peaked at $800K in Q1 2019. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

  • Cornerstone Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 14,890 Schwab International Equity ETF shares in Q1 2022, an estimated $288K.
  • Cornerstone Wealth Management first reported a position in Schwab International Equity ETF in Q3 2016 and held it in 20 quarters.
  • Cornerstone Wealth Management's Schwab International Equity ETF position peaked at $800K in Q1 2019.
  • 957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.