Loring Wolcott & Coolidge Fiduciary Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q3	–	Sell	-2,720	Closed	-$48.5K	–	650
2023 Q2	$48.5K	Hold	2,720	–	–	﹤0.01%	429
2023 Q1	$47.3K	Hold	2,720	–	–	﹤0.01%	414
2022 Q4	$43.8K	Hold	2,720	–	–	﹤0.01%	415
2022 Q3	$38K	Hold	2,720	–	–	﹤0.01%	444
2022 Q2	$43K	Sell	2,720 -2,410	-47%	-$41K	﹤0.01%	448
2022 Q1	$94K	Buy	+5,130	New	+$95.3K	﹤0.01%	382

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SCHF Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Schwab International Equity ETF (SCHF) in Q3 2023, closing a stake of 2,720 shares — an estimated $48.5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SCHF in Q1 2022 and held it in 6 quarters. The position peaked at $94K in Q1 2022. 1,010 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Schwab International Equity ETF position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,720 Schwab International Equity ETF shares in Q3 2023, an estimated $48.5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Schwab International Equity ETF in Q1 2022 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Schwab International Equity ETF position peaked at $94K in Q1 2022.
1,010 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.