Goepper Burkhardt’s Schwab International Equity ETF SCHF Stock Holding History

Goepper Burkhardt’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	-24,920	Closed	-$392K	–	60
2022 Q2	$392K	Sell	24,920 -6,638	-21%	-$113K	0.28%	38
2022 Q1	$579K	Sell	31,558 -14,374	-31%	-$267K	0.35%	33
2021 Q4	$893K	Sell	45,932 -8	-0%	-$157	0.53%	27
2021 Q3	$889K	Sell	45,940 -6,244	-12%	-$124K	0.57%	23
2021 Q2	$1.03M	Buy	52,184 +50	+0.1%	+$988	0.65%	23
2021 Q1	$981K	Buy	52,134 +15,400	+42%	+$287K	0.67%	23
2020 Q4	$661K	Buy	+36,734	New	+$619K	0.48%	30

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

Goepper Burkhardt's SCHF Position: Q3 2022 in Review

Goepper Burkhardt sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 24,920 shares — an estimated $392K sold.

Goepper Burkhardt first reported a position in SCHF in Q4 2020 and held it in 7 quarters. The position peaked at $1.03M in Q2 2021. 904 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Goepper Burkhardt reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Goepper Burkhardt sold 24,920 Schwab International Equity ETF shares in Q3 2022, an estimated $392K.
Goepper Burkhardt first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 7 quarters.
Goepper Burkhardt's Schwab International Equity ETF position peaked at $1.03M in Q2 2021.
904 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

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