Kelly Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

Kelly Financial Services’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	-24	Closed	-$436	–	708
2022 Q1	$436	Hold	24	–	–	﹤0.01%	617
2021 Q4	$461	Hold	24	–	–	﹤0.01%	628
2021 Q3	$449	Sell	24 -890	-97%	-$17.7K	﹤0.01%	609
2021 Q2	$12K	Buy	914 +892	+4,055%	+$17.6K	﹤0.01%	573
2021 Q1	$432	Hold	22	–	–	﹤0.01%	588
2020 Q4	$414	Hold	22	–	–	﹤0.01%	551
2020 Q3	$356	Hold	22	–	–	﹤0.01%	531
2020 Q2	$337	Hold	22	–	–	﹤0.01%	548
2020 Q1	$290	Hold	22	–	–	﹤0.01%	523
2019 Q4	$378	Hold	22	–	–	﹤0.01%	511
2019 Q3	$350	Buy	+22	New	+$346	﹤0.01%	496

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

Kelly Financial Services's SCHF Position: Q2 2022 in Review

Kelly Financial Services sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 24 shares — an estimated $436 sold.

Kelly Financial Services first reported a position in SCHF in Q3 2019 and held it in 11 quarters. The position peaked at $12K in Q2 2021. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

Kelly Financial Services reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
Kelly Financial Services sold 24 Schwab International Equity ETF shares in Q2 2022, an estimated $436.
Kelly Financial Services first reported a position in Schwab International Equity ETF in Q3 2019 and held it in 11 quarters.
Kelly Financial Services's Schwab International Equity ETF position peaked at $12K in Q2 2021.
943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Kelly Financial Services's 13F filing for Q2 2022, filed 17 Jul 2024.