CPWM
SCHF icon

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

Cypress Point 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
2021
Q4 		– Sell
-2,174
Closed -$42K – 130
2021
Q3 		$42K Hold
2,174
– – 0.03% 64
2021
Q2 		$43K Buy
+2,174
New +$43K 0.03% 65

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cypress Point Wealth Management's SCHF Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q4 2021, closing a stake of 2,174 shares — an estimated $42K sold.

Cypress Point Wealth Management first reported a position in SCHF in Q2 2021 and held it in 2 quarters. The position peaked at $43K in Q2 2021. 954 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Schwab International Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 2,174 Schwab International Equity ETF shares in Q4 2021, an estimated $42K.
  • Cypress Point Wealth Management first reported a position in Schwab International Equity ETF in Q2 2021 and held it in 2 quarters.
  • Cypress Point Wealth Management's Schwab International Equity ETF position peaked at $43K in Q2 2021.
  • 954 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.