Graves Light Lenhart Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Graves Light Lenhart Wealth’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	-2,450	Closed	-$39K	–	512
2022 Q2	$39K	Hold	2,450	–	–	0.01%	331
2022 Q1	$45K	Hold	2,450	–	–	0.01%	365
2021 Q4	$48K	Hold	2,450	–	–	0.01%	403
2021 Q3	$47K	Hold	2,450	–	–	0.01%	378
2021 Q2	$48K	Hold	2,450	–	–	0.01%	386
2021 Q1	$46K	Buy	+2,450	New	+$45.7K	0.01%	398

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

Graves Light Lenhart Wealth's SCHF Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 2,450 shares — an estimated $39K sold.

Graves Light Lenhart Wealth first reported a position in SCHF in Q1 2021 and held it in 6 quarters. The position peaked at $48K in Q4 2021. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 2,450 Schwab International Equity ETF shares in Q3 2022, an estimated $39K.
Graves Light Lenhart Wealth first reported a position in Schwab International Equity ETF in Q1 2021 and held it in 6 quarters.
Graves Light Lenhart Wealth's Schwab International Equity ETF position peaked at $48K in Q4 2021.
903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.