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Fulcrum Capital’s Schwab International Equity ETF SCHF Stock Holding History

Fulcrum Capital’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
-28,722
Closed -$558K – 81
2021
Q4 		$558K Hold
28,722
– – 0.12% 58
2021
Q3 		$556K Buy
+28,722
New +$571K 0.13% 57

Other funds holding SCHF

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Financial Engines Advisors
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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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Fulcrum Capital's SCHF Position: Q1 2022 in Review

Fulcrum Capital sold out of Schwab International Equity ETF (SCHF) in Q1 2022, closing a stake of 28,722 shares — an estimated $558K sold.

Fulcrum Capital first reported a position in SCHF in Q3 2021 and held it in 2 quarters. The position peaked at $558K in Q4 2021. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

  • Fulcrum Capital reported no remaining Schwab International Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Capital sold 28,722 Schwab International Equity ETF shares in Q1 2022, an estimated $558K.
  • Fulcrum Capital first reported a position in Schwab International Equity ETF in Q3 2021 and held it in 2 quarters.
  • Fulcrum Capital's Schwab International Equity ETF position peaked at $558K in Q4 2021.
  • 957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on Fulcrum Capital's 13F filing for Q1 2022, filed 5 May 2022.