Edge Capital Group’s Schwab International Equity ETF SCHF Stock Holding History

Edge Capital Group’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	-25,792	Closed	-$474K	–	366
2022 Q1	$474K	Buy	25,792 +28	+0.1%	+$520	0.03%	205
2021 Q4	$501K	Buy	25,764 +500	+2%	+$9.82K	0.04%	196
2021 Q3	$489K	Hold	25,264	–	–	0.04%	188
2021 Q2	$498K	Buy	25,264 +184	+0.7%	+$3.64K	0.04%	187
2021 Q1	$472K	Hold	25,080	–	–	0.04%	182
2020 Q4	$452K	Buy	25,080 +310	+1%	+$5.23K	0.04%	179
2020 Q3	$389K	Hold	24,770	–	–	0.04%	174
2020 Q2	$368K	Buy	24,770 +3,152	+15%	+$44.3K	0.04%	172
2020 Q1	$279K	Hold	21,618	–	–	0.03%	175
2019 Q4	$363K	Buy	21,618 +464	+2%	+$7.64K	0.04%	189
2019 Q3	$337K	Buy	21,154 +168	+0.8%	+$2.64K	0.03%	194
2019 Q2	$337K	Buy	20,986 +6	+0%	+$95	0.03%	205
2019 Q1	$328K	Hold	20,980	–	–	0.03%	202
2018 Q4	$297K	Buy	+20,980	New	+$321K	0.03%	201

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Edge Capital Group's SCHF Position: Q2 2022 in Review

Edge Capital Group sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 25,792 shares — an estimated $474K sold.

Edge Capital Group first reported a position in SCHF in Q4 2018 and held it in 14 quarters. The position peaked at $501K in Q4 2021. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

Edge Capital Group reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
Edge Capital Group sold 25,792 Schwab International Equity ETF shares in Q2 2022, an estimated $474K.
Edge Capital Group first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 14 quarters.
Edge Capital Group's Schwab International Equity ETF position peaked at $501K in Q4 2021.
943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Edge Capital Group's 13F filing for Q2 2022, filed 8 Aug 2022.