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FIDELIS iM’s Schwab International Equity ETF SCHF Stock Holding History

FIDELIS iM’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
Q4 		– Sell
-23,700
Closed -$333K – 23
2022
Q3 		$333K Hold
23,700
– – 0.23% 19
2022
Q2 		$373K Sell
23,700
-2,200
-8% -$37.5K 0.25% 18
2022
Q1 		$476K Buy
+25,900
New +$481K 0.28% 18

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FIDELIS iM's SCHF Position: Q4 2022 in Review

FIDELIS iM sold out of Schwab International Equity ETF (SCHF) in Q4 2022, closing a stake of 23,700 shares — an estimated $333K sold.

FIDELIS iM first reported a position in SCHF in Q1 2022 and held it in 3 quarters. The position peaked at $476K in Q1 2022. 982 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

  • FIDELIS iM reported no remaining Schwab International Equity ETF position as of Q4 2022 after selling out during the quarter.
  • FIDELIS iM sold 23,700 Schwab International Equity ETF shares in Q4 2022, an estimated $333K.
  • FIDELIS iM first reported a position in Schwab International Equity ETF in Q1 2022 and held it in 3 quarters.
  • FIDELIS iM's Schwab International Equity ETF position peaked at $476K in Q1 2022.
  • 982 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on FIDELIS iM's 13F filing for Q4 2022, filed 15 Feb 2023.