Marotta Asset Management’s Schwab International Equity ETF SCHF Stock Holding History

Marotta Asset Management’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 Q1	–	Sell	-11,444	Closed	-$222K	–	122
2021 Q4	$222K	Buy	+11,444	New	+$225K	0.05%	102
2020 Q2	–	Sell	-17,290	Closed	-$213K	–	83
2020 Q1	$213K	Sell	17,290 -11,786	-41%	-$181K	0.08%	72
2019 Q4	$477K	Buy	+29,076	New	+$479K	0.15%	58

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Marotta Asset Management's SCHF Position: Q1 2022 in Review

Marotta Asset Management sold out of Schwab International Equity ETF (SCHF) in Q1 2022, closing a stake of 11,444 shares — an estimated $222K sold.

Marotta Asset Management first reported a position in SCHF in Q4 2019 and held it in 3 quarters. The position peaked at $477K in Q4 2019. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

Marotta Asset Management reported no remaining Schwab International Equity ETF position as of Q1 2022 after selling out during the quarter.
Marotta Asset Management sold 11,444 Schwab International Equity ETF shares in Q1 2022, an estimated $222K.
Marotta Asset Management first reported a position in Schwab International Equity ETF in Q4 2019 and held it in 3 quarters.
Marotta Asset Management's Schwab International Equity ETF position peaked at $477K in Q4 2019.
957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on Marotta Asset Management's 13F filing for Q1 2022, filed 8 Apr 2022.