Estate Counselors’s Schwab International Equity ETF SCHF Stock Holding History

Estate Counselors’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	-34,100	Closed	-$659K	–	181
2021 Q3	$659K	Sell	34,100 -471,400	-93%	-$9.38M	0.08%	114
2021 Q2	$9.97M	Buy	505,500 +237,700	+89%	+$4.7M	1.31%	27
2021 Q1	$5.04M	Hold	267,800	–	–	0.74%	44
2020 Q4	$4.82M	Sell	267,800 -142,500	-35%	-$2.4M	0.73%	40
2020 Q3	$6.44M	Hold	410,300	–	–	1%	36
2020 Q2	$6.1M	Sell	410,300 -321,340	-44%	-$4.52M	0.98%	33
2020 Q1	$9.45M	Buy	+731,640	New	+$11.3M	1.56%	24

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Estate Counselors's SCHF Position: Q4 2021 in Review

Estate Counselors sold out of Schwab International Equity ETF (SCHF) in Q4 2021, closing a stake of 34,100 shares — an estimated $659K sold.

Estate Counselors first reported a position in SCHF in Q1 2020 and held it in 7 quarters. The position peaked at $9.97M in Q2 2021. 955 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

Estate Counselors reported no remaining Schwab International Equity ETF position as of Q4 2021 after selling out during the quarter.
Estate Counselors sold 34,100 Schwab International Equity ETF shares in Q4 2021, an estimated $659K.
Estate Counselors first reported a position in Schwab International Equity ETF in Q1 2020 and held it in 7 quarters.
Estate Counselors's Schwab International Equity ETF position peaked at $9.97M in Q2 2021.
955 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Estate Counselors's 13F filing for Q4 2021, filed 14 Feb 2022.