Gilbert & Cook’s Schwab International Equity ETF SCHF Stock Holding History

Gilbert & Cook’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
2023 Q4	–	Sell	-14,982	Closed	-$254K	–	227
2023 Q3	$254K	Buy	+14,982	New	+$265K	0.04%	189
2022 Q3	–	Sell	-56,860	Closed	-$894K	–	218
2022 Q2	$894K	Buy	+56,860	New	+$968K	0.16%	51

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gilbert & Cook's SCHF Position: Q4 2023 in Review

Gilbert & Cook sold out of Schwab International Equity ETF (SCHF) in Q4 2023, closing a stake of 14,982 shares — an estimated $254K sold.

Gilbert & Cook first reported a position in SCHF in Q2 2022 and held it in 2 quarters. The position peaked at $894K in Q2 2022. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Gilbert & Cook reported no remaining Schwab International Equity ETF position as of Q4 2023 after selling out during the quarter.
Gilbert & Cook sold 14,982 Schwab International Equity ETF shares in Q4 2023, an estimated $254K.
Gilbert & Cook first reported a position in Schwab International Equity ETF in Q2 2022 and held it in 2 quarters.
Gilbert & Cook's Schwab International Equity ETF position peaked at $894K in Q2 2022.
1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Gilbert & Cook's 13F filing for Q4 2023, filed 5 Feb 2024.