Lehman & Derafelo Financial Resources’s Schwab International Equity ETF SCHF Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-124	Closed	-$2K	–	170
2022 Q3	$2K	Hold	124	–	–	﹤0.01%	195
2022 Q2	$2K	Buy	+124	New	+$2.11K	﹤0.01%	200
2021 Q4	–	Sell	-124	Closed	-$2K	–	168
2021 Q3	$2K	Hold	124	–	–	﹤0.01%	193
2021 Q2	$2K	Sell	124 -586	-83%	-$11.6K	﹤0.01%	217
2021 Q1	$13K	Hold	710	–	–	﹤0.01%	189
2020 Q4	$13K	Hold	710	–	–	﹤0.01%	187
2020 Q3	$11K	Sell	710 -600	-46%	-$9.42K	﹤0.01%	226
2020 Q2	$19K	Hold	1,310	–	–	0.01%	191
2020 Q1	$17K	Sell	1,310 -1,008	-43%	-$15.5K	0.01%	143
2019 Q4	$39K	Hold	2,318	–	–	0.01%	138
2019 Q3	$37K	Sell	2,318 -346	-13%	-$5.44K	0.01%	130
2019 Q2	$43K	Sell	2,664 -28	-1%	-$443	0.02%	126
2019 Q1	$42K	Hold	2,692	–	–	0.02%	128
2018 Q4	$38K	Buy	+2,692	New	+$41.2K	0.02%	120

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

Libra Wealth Los Gatos, California $355M AUM 17.36% 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

Lehman & Derafelo Financial Resources's SCHF Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Schwab International Equity ETF (SCHF) in Q4 2022, closing a stake of 124 shares — an estimated $2K sold.

Lehman & Derafelo Financial Resources first reported a position in SCHF in Q4 2018 and held it in 14 quarters. The position peaked at $43K in Q2 2019. 982 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Schwab International Equity ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 124 Schwab International Equity ETF shares in Q4 2022, an estimated $2K.
Lehman & Derafelo Financial Resources first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's Schwab International Equity ETF position peaked at $43K in Q2 2019.
982 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.