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Lederer & Associates Investment Counsel’s Schwab International Equity ETF SCHF Stock Holding History

Lederer & Associates Investment Counsel’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
2023
Q2 		– Sell
-14,218
Closed -$247K – 87
2023
Q1 		$247K Hold
14,218
– – 0.19% 86
2022
Q4 		$229K Buy
14,218
+58
+0.4% +$906 0.19% 85
2022
Q3 		$199K Hold
14,160
– – 0.17% 87
2022
Q2 		$223K Buy
14,160
+26
+0.2% +$443 0.17% 87
2022
Q1 		$259K Buy
14,134
+4
+0% +$74 0.16% 87
2021
Q4 		$275K Buy
14,130
+66
+0.5% +$1.3K 0.16% 86
2021
Q3 		$272K Sell
14,064
-268
-2% -$5.33K 0.18% 84
2021
Q2 		$283K Buy
14,332
+26
+0.2% +$514 0.19% 83
2021
Q1 		$269K Hold
14,306
– – 0.19% 83
2020
Q4 		$258K Buy
14,306
+42
+0.3% +$708 0.2% 80
2020
Q3 		$224K Sell
14,264
-5,592
-28% -$87.8K 0.19% 80
2020
Q2 		$295K Sell
19,856
-3,420
-15% -$48.1K 0.28% 68
2020
Q1 		$301K Buy
23,276
+216
+0.9% +$3.32K 0.34% 66
2019
Q4 		$388K Buy
23,060
+2,970
+15% +$48.9K 0.34% 68
2019
Q3 		$320K Sell
20,090
-1,570
-7% -$24.7K 0.31% 76
2019
Q2 		$348K Sell
21,660
-112
-0.5% -$1.77K 0.32% 70
2019
Q1 		$341K Buy
21,772
+612
+3% +$9.33K 0.32% 72
2018
Q4 		$300K Buy
21,160
+1,794
+9% +$27.5K 0.32% 72
2018
Q3 		$325K Buy
19,366
+52
+0.3% +$865 0.27% 77
2018
Q2 		$319K Buy
19,314
+998
+5% +$17K 0.29% 75
2018
Q1 		$309K Buy
18,316
+512
+3% +$8.82K 0.28% 74
2017
Q4 		$303K Buy
17,804
+984
+6% +$16.7K 0.27% 74
2017
Q3 		$282K Buy
16,820
+2,694
+19% +$44K 0.27% 73
2017
Q2 		$224K Buy
14,126
+106
+0.8% +$1.65K 0.22% 82
2017
Q1 		$209K Buy
+14,020
New +$204K 0.2% 85

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lederer & Associates Investment Counsel's SCHF Position: Q2 2023 in Review

Lederer & Associates Investment Counsel sold out of Schwab International Equity ETF (SCHF) in Q2 2023, closing a stake of 14,218 shares — an estimated $247K sold.

Lederer & Associates Investment Counsel first reported a position in SCHF in Q1 2017 and held it in 25 quarters. The position peaked at $388K in Q4 2019. 1,010 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

  • Lederer & Associates Investment Counsel reported no remaining Schwab International Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 14,218 Schwab International Equity ETF shares in Q2 2023, an estimated $247K.
  • Lederer & Associates Investment Counsel first reported a position in Schwab International Equity ETF in Q1 2017 and held it in 25 quarters.
  • Lederer & Associates Investment Counsel's Schwab International Equity ETF position peaked at $388K in Q4 2019.
  • 1,010 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2023, filed 7 Aug 2023.