LeJeune Puetz Investment Counsel’s Schwab International Equity ETF SCHF Stock Holding History

LeJeune Puetz 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 Q1	$5.05M	Buy	290,214 +8,632	+3%	+$148K	1.81%	10
2022 Q4	$4.53M	Buy	281,582 +1,592	+0.6%	+$24.9K	1.69%	11
2022 Q3	$3.94M	Sell	279,990 -1,300	-0.5%	-$20.4K	1.62%	12
2022 Q2	$4.42M	Buy	281,290 +134	+0%	+$2.28K	1.72%	12
2022 Q1	$5.16M	Buy	281,156 +3,768	+1%	+$70K	1.8%	11
2021 Q4	$5.39M	Buy	277,388 +2,010	+0.7%	+$39.5K	1.82%	10
2021 Q3	$5.33M	Buy	275,378 +1,800	+0.7%	+$35.8K	1.94%	9
2021 Q2	$5.4M	Buy	273,578 +326	+0.1%	+$6.44K	1.99%	9
2021 Q1	$5.14M	Buy	273,252 +4,178	+2%	+$77.9K	2.02%	9
2020 Q4	$4.84M	Buy	269,074 +390	+0.1%	+$6.58K	2.09%	7
2020 Q3	$4.22M	Buy	268,684 +4	+0%	+$63	2.06%	8
2020 Q2	$4M	Sell	268,680 -23,296	-8%	-$327K	2.09%	6
2020 Q1	$3.77M	Buy	291,976 +85,814	+42%	+$1.32M	2.2%	5
2019 Q4	$3.47M	Buy	206,162 +3,528	+2%	+$58.1K	1.63%	12
2019 Q3	$3.23M	Sell	202,634 -318	-0.2%	-$5K	1.64%	13
2019 Q2	$3.26M	Buy	202,952 +3,948	+2%	+$62.5K	1.68%	12
2019 Q1	$3.12M	Buy	199,004 +3,400	+2%	+$51.8K	1.69%	13
2018 Q4	$2.77M	Buy	195,604 +9,380	+5%	+$144K	1.73%	12
2018 Q3	$3.12M	Buy	186,224 +1,666	+0.9%	+$27.7K	1.8%	10
2018 Q2	$3.05M	Sell	184,558 -8,510	-4%	-$145K	1.88%	8
2018 Q1	$3.25M	Buy	193,068 +10,410	+6%	+$179K	2%	9
2017 Q4	$3.11M	Buy	182,658 +6,948	+4%	+$118K	1.91%	11
2017 Q3	$2.94M	Buy	175,710 +6,730	+4%	+$110K	1.89%	9
2017 Q2	$2.69M	Buy	168,980 +20,850	+14%	+$324K	1.82%	10
2017 Q1	$2.21M	Buy	148,130 +36,504	+33%	+$530K	1.59%	15
2016 Q4	$1.54M	Buy	+111,626	New	+$1.57M	1.19%	31

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LeJeune Puetz Investment Counsel's SCHF Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Schwab International Equity ETF (SCHF) stake by 3.1% in Q1 2023, buying an estimated $148K and bringing the position to 290,214 shares worth $5.05M. The position accounts for 1.81% of the portfolio, ranked #10.

LeJeune Puetz Investment Counsel first reported a position in SCHF in Q4 2016 and has held it in 26 quarters since. The position peaked at $5.4M in Q2 2021. 997 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

LeJeune Puetz Investment Counsel held 290,214 shares of Schwab International Equity ETF worth $5.05M as of Q1 2023.
LeJeune Puetz Investment Counsel bought 8,632 Schwab International Equity ETF shares in Q1 2023, an estimated $148K.
Schwab International Equity ETF made up 1.81% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #10 holding.
LeJeune Puetz Investment Counsel first reported a position in Schwab International Equity ETF in Q4 2016 and has held it in 26 quarters since.
LeJeune Puetz Investment Counsel's Schwab International Equity ETF position peaked at $5.4M in Q2 2021.
997 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.