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

McCarthy 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 Q2	–	Sell	-1,134	Closed	-$21K	–	240
2022 Q1	$21K	Hold	1,134	–	–	0.01%	138
2021 Q4	$22K	Hold	1,134	–	–	0.02%	137
2021 Q3	$22K	Hold	1,134	–	–	0.02%	140
2021 Q2	$22K	Hold	1,134	–	–	0.02%	157
2021 Q1	$21K	Sell	1,134 -82	-7%	-$1.53K	0.02%	147
2020 Q4	$22K	Buy	+1,216	New	+$20.5K	0.02%	138

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

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

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

McCarthy Asset Management's SCHF Position: Q2 2022 in Review

McCarthy Asset Management sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 1,134 shares — an estimated $21K sold.

McCarthy Asset Management first reported a position in SCHF in Q4 2020 and held it in 6 quarters. The position peaked at $22K in Q4 2021. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

McCarthy Asset Management reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 1,134 Schwab International Equity ETF shares in Q2 2022, an estimated $21K.
McCarthy Asset Management first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Schwab International Equity ETF position peaked at $22K in Q4 2021.
943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.