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Laurel Wealth Advisors (California)’s Schwab International Equity ETF SCHF Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$362K Sell
22,472
-56
-0.2% -$874 0.04% 442
2022
Q3 		$317K Sell
22,528
-178
-0.8% -$2.79K 0.03% 470
2022
Q2 		$357K Sell
22,706
-162
-0.7% -$2.76K 0.04% 446
2022
Q1 		$420K Buy
22,868
+680
+3% +$12.6K 0.03% 467
2021
Q4 		$431K Sell
22,188
-266
-1% -$5.22K 0.03% 493
2021
Q3 		$434K Sell
22,454
-278
-1% -$5.53K 0.08% 262
2021
Q2 		$448K Buy
22,732
+3,102
+16% +$61.3K 0.06% 301
2021
Q1 		$369K Sell
19,630
-105,088
-84% -$1.96M 0.06% 311
2020
Q4 		$2.25M Sell
124,718
-13,856
-10% -$234K 0.33% 69
2020
Q3 		$2.18M Sell
138,574
-11,982
-8% -$188K 0.36% 61
2020
Q2 		$2.24M Sell
150,556
-35,078
-19% -$493K 0.41% 61
2020
Q1 		$2.4M Sell
185,634
-15,836
-8% -$244K 0.55% 46
2019
Q4 		$3.39M Sell
201,470
-11,186
-5% -$184K 0.57% 45
2019
Q3 		$3.39M Buy
212,656
+17,026
+9% +$268K 0.58% 40
2019
Q2 		$3.14M Buy
195,630
+25,038
+15% +$396K 0.69% 32
2019
Q1 		$2.67M Buy
170,592
+1,698
+1% +$25.9K 0.66% 34
2018
Q4 		$2.39M Buy
168,894
+106,808
+172% +$1.63M 0.7% 32
2018
Q3 		$1.04M Buy
62,086
+23,508
+61% +$391K 0.26% 101
2018
Q2 		$637K Buy
38,578
+6,614
+21% +$112K 0.17% 133
2018
Q1 		$538K Buy
+31,964
New +$551K 0.17% 142
2017
Q4 		– Sell
-18,926
Closed -$316K – 370
2017
Q3 		$316K Sell
18,926
-52
-0.3% -$848 0.11% 205
2017
Q2 		$301K Buy
18,978
+414
+2% +$6.43K 0.11% 211
2017
Q1 		$277K Sell
18,564
-1,928
-9% -$28K 0.11% 210
2016
Q4 		$283K Buy
20,492
+196
+1% +$2.75K 0.13% 187
2016
Q3 		$292K Sell
20,296
-302
-1% -$4.26K 0.14% 178
2016
Q2 		$279K Buy
20,598
+542
+3% +$7.42K 0.13% 182
2016
Q1 		$272K Sell
20,056
-408
-2% -$5.29K 0.14% 187
2015
Q4 		$282K Buy
+20,464
New +$293K 0.15% 185

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $52B AUM 24.53% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SCHF Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Schwab International Equity ETF (SCHF) stake by 0.25% in Q4 2022, selling an estimated $874 and leaving 22,472 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #442.

Laurel Wealth Advisors (California) first reported a position in SCHF in Q4 2015 and has held it in 28 quarters since. The position peaked at $3.39M in Q4 2019. 983 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

  • Laurel Wealth Advisors (California) held 22,472 shares of Schwab International Equity ETF worth $362K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 56 Schwab International Equity ETF shares in Q4 2022, an estimated $874.
  • Schwab International Equity ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #442 holding.
  • Laurel Wealth Advisors (California) first reported a position in Schwab International Equity ETF in Q4 2015 and has held it in 28 quarters since.
  • Laurel Wealth Advisors (California)'s Schwab International Equity ETF position peaked at $3.39M in Q4 2019.
  • 983 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.