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

Elmwood 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	-1,514	Closed	-$29K	–	283
2021 Q4	$29K	Buy	+1,514	New	+$29.7K	0.01%	225
2021 Q2	$30K	Hold	1,512	–	–	0.02%	197
2021 Q1	$28K	Buy	+1,512	New	+$28.2K	0.02%	194
2020 Q3	$22K	Hold	1,510	–	–	0.02%	156
2020 Q2	$22K	Sell	1,510 -5,578	-79%	-$78.4K	0.02%	156
2020 Q1	$119K	Buy	+7,088	New	+$109K	0.11%	100
2019 Q4	–	Sell	-2,558	Closed	-$41K	–	215
2019 Q3	$41K	Sell	2,558 -5,560	-68%	-$87.5K	0.04%	119
2019 Q2	$130K	Hold	8,118	–	–	0.11%	96
2019 Q1	$127K	Sell	8,118 -2	-0%	-$30	0.12%	95
2018 Q4	$115K	Sell	8,120 -378	-4%	-$5.79K	0.11%	102
2018 Q3	$142K	Sell	8,498 -104	-1%	-$1.73K	0.12%	107
2018 Q2	$142K	Buy	8,602 +1,514	+21%	+$25.7K	0.13%	104
2018 Q1	$119K	Buy	+7,088	New	+$122K	0.11%	100

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2022, closing a stake of 1,514 shares — an estimated $29K sold.

Elmwood Wealth Management first reported a position in SCHF in Q1 2018 and held it in 13 quarters. The position peaked at $142K in Q3 2018. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

Elmwood Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 1,514 Schwab International Equity ETF shares in Q1 2022, an estimated $29K.
Elmwood Wealth Management first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Schwab International Equity ETF position peaked at $142K in Q3 2018.
957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.