Goodwin Investment Advisory’s Schwab International Equity ETF SCHF Stock Holding History

Goodwin Investment Advisory’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	-394	Closed	-$6.2K	–	236
2022 Q2	$6.2K	Sell	394 -1,482	-79%	-$25.2K	﹤0.01%	122
2022 Q1	$34K	Sell	1,876 -28	-1%	-$520	0.02%	102
2021 Q4	$37K	Hold	1,904	–	–	0.03%	92
2021 Q3	$37K	Buy	1,904 +774	+68%	+$15.4K	0.04%	85
2021 Q2	$23K	Buy	+1,130	New	+$22.3K	0.03%	95

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

Goodwin Investment Advisory's SCHF Position: Q3 2022 in Review

Goodwin Investment Advisory sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 394 shares — an estimated $6.2K sold.

Goodwin Investment Advisory first reported a position in SCHF in Q2 2021 and held it in 5 quarters. The position peaked at $37K in Q4 2021. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Goodwin Investment Advisory reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 394 Schwab International Equity ETF shares in Q3 2022, an estimated $6.2K.
Goodwin Investment Advisory first reported a position in Schwab International Equity ETF in Q2 2021 and held it in 5 quarters.
Goodwin Investment Advisory's Schwab International Equity ETF position peaked at $37K in Q4 2021.
903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Goodwin Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.