LWP
SCHF icon

Laurel Wealth Planning’s Schwab International Equity ETF SCHF Stock Holding History

Laurel Wealth Planning’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
Q3 		– Sell
-410
Closed -$6K – 242
2022
Q2 		$6K Hold
410
– – ﹤0.01% 180
2022
Q1 		$8K Buy
+410
New +$7.62K 0.01% 203

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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 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

Laurel Wealth Planning's SCHF Position: Q3 2022 in Review

Laurel Wealth Planning sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 410 shares — an estimated $6K sold.

Laurel Wealth Planning first reported a position in SCHF in Q1 2022 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

  • Laurel Wealth Planning reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 410 Schwab International Equity ETF shares in Q3 2022, an estimated $6K.
  • Laurel Wealth Planning first reported a position in Schwab International Equity ETF in Q1 2022 and held it in 2 quarters.
  • Laurel Wealth Planning's Schwab International Equity ETF position peaked at $8K in Q1 2022.
  • 903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.