Disciplined Investments’s Schwab International Equity ETF SCHF Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-866	Closed	-$15.4K	–	1280
2023 Q2	$15.4K	Hold	866	–	–	0.01%	299
2023 Q1	$15.1K	Buy	866 +114	+15%	+$1.95K	0.01%	327
2022 Q4	$12.1K	Sell	752 -470	-38%	-$7.34K	0.01%	308
2022 Q3	$17K	Hold	1,222	–	–	0.01%	324
2022 Q2	$19K	Hold	1,222	–	–	0.01%	322
2022 Q1	$22K	Hold	1,222	–	–	0.01%	321
2021 Q4	$24K	Buy	1,222 +470	+63%	+$9.23K	0.01%	284
2021 Q3	$15K	Buy	752 +38	+5%	+$756	0.01%	289
2021 Q2	$14K	Hold	714	–	–	0.01%	286
2021 Q1	$13K	Hold	714	–	–	0.01%	249
2020 Q4	$13K	Hold	714	–	–	0.01%	219
2020 Q3	$11K	Hold	714	–	–	0.01%	255
2020 Q2	$11K	Sell	714 -1,840	-72%	-$25.9K	0.01%	265
2020 Q1	$33K	Buy	2,554 +1,840	+258%	+$28.3K	0.03%	185
2019 Q4	$12K	Buy	+714	New	+$11.8K	0.01%	280

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Disciplined Investments's SCHF Position: Q3 2023 in Review

Disciplined Investments sold out of Schwab International Equity ETF (SCHF) in Q3 2023, closing a stake of 866 shares — an estimated $15.4K sold.

Disciplined Investments first reported a position in SCHF in Q4 2019 and held it in 15 quarters. The position peaked at $33K in Q1 2020. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

Disciplined Investments reported no remaining Schwab International Equity ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 866 Schwab International Equity ETF shares in Q3 2023, an estimated $15.4K.
Disciplined Investments first reported a position in Schwab International Equity ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Schwab International Equity ETF position peaked at $33K in Q1 2020.
1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.