Gainplan’s Schwab International Equity ETF SCHF Stock Holding History

Gainplan’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	-13,900	Closed	-$217K	–	38
2022 Q2	$217K	Sell	13,900 -414	-3%	-$7.05K	0.14%	32
2022 Q1	$263K	Sell	14,314 -3,602	-20%	-$67K	0.2%	38
2021 Q4	$348K	Sell	17,916 -668	-4%	-$13.1K	0.15%	40
2021 Q3	$361K	Sell	18,584 -1,008	-5%	-$20.1K	0.16%	35
2021 Q2	$387K	Sell	19,592 -1,242	-6%	-$24.6K	0.15%	52
2021 Q1	$393K	Sell	20,834 -1,314	-6%	-$24.5K	0.17%	42
2020 Q4	$399K	Sell	22,148 -1,660	-7%	-$28K	0.21%	31
2020 Q3	$374K	Sell	23,808 -1,144	-5%	-$18K	0.55%	24
2020 Q2	$371K	Sell	24,952 -1,968	-7%	-$27.7K	0.24%	29
2020 Q1	$348K	Sell	26,920 -22,522	-46%	-$346K	0.39%	18
2019 Q4	$831K	Sell	49,442 -32,488	-40%	-$535K	0.44%	20
2019 Q3	$1.3M	Buy	81,930 +25,730	+46%	+$405K	0.78%	12
2019 Q2	$902K	Buy	56,200 +36,038	+179%	+$570K	0.55%	9
2019 Q1	$316K	Buy	+20,162	New	+$307K	0.36%	17

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gainplan's SCHF Position: Q3 2022 in Review

Gainplan sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 13,900 shares — an estimated $217K sold.

Gainplan first reported a position in SCHF in Q1 2019 and held it in 14 quarters. The position peaked at $1.3M in Q3 2019. 904 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Gainplan reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Gainplan sold 13,900 Schwab International Equity ETF shares in Q3 2022, an estimated $217K.
Gainplan first reported a position in Schwab International Equity ETF in Q1 2019 and held it in 14 quarters.
Gainplan's Schwab International Equity ETF position peaked at $1.3M in Q3 2019.
904 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Gainplan's 13F filing for Q3 2022, filed 14 Nov 2022.