Insight 2811 Inc’s Schwab International Equity ETF SCHF Stock Holding History

Insight 2811 Inc’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	-10,906	Closed	-$200K	–	95
2022 Q1	$200K	Sell	10,906 -7,054	-39%	-$131K	0.12%	87
2021 Q4	$349K	Sell	17,960 -760	-4%	-$14.9K	0.2%	56
2021 Q3	$362K	Buy	18,720 +4,582	+32%	+$91.1K	0.21%	46
2021 Q2	$279K	Buy	+14,138	New	+$279K	0.16%	68
2021 Q1	–	Sell	-14,078	Closed	-$253K	–	77
2020 Q4	$253K	Buy	+14,078	New	+$237K	0.15%	61

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Insight 2811 Inc's SCHF Position: Q2 2022 in Review

Insight 2811 Inc sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 10,906 shares — an estimated $200K sold.

Insight 2811 Inc first reported a position in SCHF in Q4 2020 and held it in 5 quarters. The position peaked at $362K in Q3 2021. 944 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

Insight 2811 Inc reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
Insight 2811 Inc sold 10,906 Schwab International Equity ETF shares in Q2 2022, an estimated $200K.
Insight 2811 Inc first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 5 quarters.
Insight 2811 Inc's Schwab International Equity ETF position peaked at $362K in Q3 2021.
944 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Insight 2811 Inc's 13F filing for Q2 2022, filed 9 Aug 2022.