Enterprise Financial Services Corp (EFSC)’s Schwab International Equity ETF SCHF Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-85,526	Closed	-$1.34M	–	198
2022 Q2	$1.34M	Sell	85,526 -383,218	-82%	-$6.53M	0.26%	74
2022 Q1	$8.61M	Sell	468,744 -19,648	-4%	-$365K	1.41%	15
2021 Q4	$9.49M	Sell	488,392 -71,778	-13%	-$1.41M	1.46%	14
2021 Q3	$10.8M	Buy	560,170 +85,918	+18%	+$1.71M	1.4%	18
2021 Q2	$9.36M	Sell	474,252 -1,454	-0.3%	-$28.7K	1.5%	16
2021 Q1	$8.95M	Sell	475,706 -4,616	-1%	-$86.1K	1.6%	15
2020 Q4	$8.65M	Sell	480,322 -10,042	-2%	-$169K	1.64%	16
2020 Q3	$7.7M	Buy	490,364 +478,518	+4,039%	+$7.52M	1.59%	18
2020 Q2	$176K	Hold	11,846	–	–	0.04%	217
2020 Q1	$153K	Sell	11,846 -2,350	-17%	-$36.1K	0.04%	221
2019 Q4	$239K	Hold	14,196	–	–	0.05%	205
2019 Q3	$226K	Sell	14,196 -50	-0.4%	-$787	0.05%	203
2019 Q2	$228K	Hold	14,246	–	–	0.05%	209
2019 Q1	$223K	Buy	+14,246	New	+$217K	0.05%	208

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 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 $424B AUM 22.94% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SCHF Position: Q3 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 85,526 shares — an estimated $1.34M sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SCHF in Q1 2019 and held it in 14 quarters. The position peaked at $10.8M in Q3 2021. 904 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 85,526 Schwab International Equity ETF shares in Q3 2022, an estimated $1.34M.
Enterprise Financial Services Corp (EFSC) first reported a position in Schwab International Equity ETF in Q1 2019 and held it in 14 quarters.
Enterprise Financial Services Corp (EFSC)'s Schwab International Equity ETF position peaked at $10.8M in Q3 2021.
904 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2022, filed 14 Nov 2022.