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Herold Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Herold Advisors’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
Q2 		– Sell
-202
Closed -$3.71K – 576
2022
Q1 		$3.71K Buy
+202
New +$3.75K ﹤0.01% 687

Other funds holding SCHF

Northwestern Mutual Wealth Management
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Financial Engines Advisors
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Herold Advisors's SCHF Position: Q2 2022 in Review

Herold Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 202 shares — an estimated $3.71K sold.

Herold Advisors first reported a position in SCHF in Q1 2022 and held it in 1 quarter. The position peaked at $3.71K in Q1 2022. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

  • Herold Advisors reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 202 Schwab International Equity ETF shares in Q2 2022, an estimated $3.71K.
  • Herold Advisors first reported a position in Schwab International Equity ETF in Q1 2022 and held it in 1 quarter.
  • Herold Advisors's Schwab International Equity ETF position peaked at $3.71K in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.