Coulter & Justus Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

Coulter & Justus Financial 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 Q2	–	Sell	-1,996,184	Closed	-$36.6M	–	52
2022 Q1	$36.6M	Buy	+1,996,184	New	+$37.1M	12.88%	3

Other funds holding SCHF

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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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Coulter & Justus Financial Services's SCHF Position: Q2 2022 in Review

Coulter & Justus Financial Services sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 1,996,184 shares — an estimated $36.6M sold.

Coulter & Justus Financial Services first reported a position in SCHF in Q1 2022 and held it in 1 quarter. The position peaked at $36.6M in Q1 2022. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

Coulter & Justus Financial Services reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
Coulter & Justus Financial Services sold 1,996,184 Schwab International Equity ETF shares in Q2 2022, an estimated $36.6M.
Coulter & Justus Financial Services first reported a position in Schwab International Equity ETF in Q1 2022 and held it in 1 quarter.
Coulter & Justus Financial Services's Schwab International Equity ETF position peaked at $36.6M in Q1 2022.
943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q2 2022, filed 29 Jul 2022.