Founders Capital Management (Texas)’s Schwab International Equity ETF SCHF Stock Holding History

Founders Capital Management (Texas)’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	-1,034	Closed	-$16K	–	414
2022 Q2	$16K	Buy	+1,034	New	+$17.6K	0.01%	258
2020 Q1	–	Sell	-2,000	Closed	-$34K	–	318
2019 Q4	$34K	Hold	2,000	–	–	0.03%	138
2019 Q3	$32K	Hold	2,000	–	–	0.03%	142
2019 Q2	$32K	Hold	2,000	–	–	0.03%	147
2019 Q1	$31K	Hold	2,000	–	–	0.03%	147
2018 Q4	$28K	Sell	2,000 -132,020	-99%	-$2.02M	0.03%	145
2018 Q3	$2.25M	Sell	134,020 -16,680	-11%	-$278K	1.85%	21
2018 Q2	$2.49M	Sell	150,700 -3,740	-2%	-$63.5K	2.19%	14
2018 Q1	$2.6M	Buy	154,440 +2,400	+2%	+$41.3K	2.19%	14
2017 Q4	$2.59M	Buy	+152,040	New	+$2.59M	2.15%	16
2017 Q3	–	Sell	-240	Closed	-$4K	–	363
2017 Q2	$4K	Buy	+240	New	+$3.73K	﹤0.01%	341

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 $374B AUM 17.66% 1-Year Est. Return

Founders Capital Management (Texas)'s SCHF Position: Q3 2022 in Review

Founders Capital Management (Texas) sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 1,034 shares — an estimated $16K sold.

Founders Capital Management (Texas) first reported a position in SCHF in Q2 2017 and held it in 11 quarters. The position peaked at $2.6M in Q1 2018. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Founders Capital Management (Texas) reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Founders Capital Management (Texas) sold 1,034 Schwab International Equity ETF shares in Q3 2022, an estimated $16K.
Founders Capital Management (Texas) first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 11 quarters.
Founders Capital Management (Texas)'s Schwab International Equity ETF position peaked at $2.6M in Q1 2018.
903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2022, filed 6 Oct 2022.