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JBJ Investment Partners’s Schwab International Equity ETF SCHF Stock Holding History

JBJ Investment Partners’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
2021
Q4 		$67.6M Buy
3,476,332
+77,806
+2% +$1.53M 13.94% 3
2021
Q3 		$65.8M Buy
3,398,526
+73,172
+2% +$1.46M 13.66% 2
2021
Q2 		$65.6M Buy
3,325,354
+84,794
+3% +$1.68M 13.47% 2
2021
Q1 		$61M Sell
3,240,560
-18,530
-0.6% -$346K 13.33% 3
2020
Q4 		$58.7M Buy
3,259,090
+158,630
+5% +$2.68M 13.34% 3
2020
Q3 		$48.7M Buy
3,100,460
+1,144,376
+59% +$18M 12.73% 3
2020
Q2 		$29.1M Buy
1,956,084
+25,810
+1% +$363K 8.34% 4
2020
Q1 		$24.9M Sell
1,930,274
-300,530
-13% -$4.62M 8.95% 4
2019
Q4 		$37.5M Sell
2,230,804
-62,162
-3% -$1.02M 11.51% 2
2019
Q3 		$36.5M Sell
2,292,966
-89,314
-4% -$1.4M 12.29% 2
2019
Q2 		$38.2M Buy
2,382,280
+555,848
+30% +$8.8M 13.83% 2
2019
Q1 		$28.6M Buy
+1,826,432
New +$27.8M 10.89% 3

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JBJ Investment Partners's SCHF Position: Q4 2021 in Review

JBJ Investment Partners increased its Schwab International Equity ETF (SCHF) stake by 2.3% in Q4 2021, buying an estimated $1.53M and bringing the position to 3,476,332 shares worth $67.6M. The position accounts for 13.94% of the portfolio, ranked #3.

JBJ Investment Partners first reported a position in SCHF in Q1 2019 and has held it in 12 quarters since. 954 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

  • JBJ Investment Partners held 3,476,332 shares of Schwab International Equity ETF worth $67.6M as of Q4 2021.
  • JBJ Investment Partners bought 77,806 Schwab International Equity ETF shares in Q4 2021, an estimated $1.53M.
  • Schwab International Equity ETF made up 13.94% of JBJ Investment Partners's portfolio in Q4 2021, its #3 holding.
  • JBJ Investment Partners first reported a position in Schwab International Equity ETF in Q1 2019 and has held it in 12 quarters since.
  • 954 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.