McElhenny Sheffield Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

McElhenny Sheffield Capital 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
2023 Q1	–	Sell	-746	Closed	-$12K	–	513
2022 Q4	$12K	Buy	+746	New	+$11.6K	0.01%	318
2022 Q2	–	Sell	-12,264	Closed	-$225K	–	119
2022 Q1	$225K	Sell	12,264 -2,964	-19%	-$55.1K	0.08%	106
2021 Q4	$296K	Buy	+15,228	New	+$299K	0.11%	97

Other funds holding SCHF

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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 $374B AUM 17.66% 1-Year Est. Return

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

McElhenny Sheffield Capital Management's SCHF Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Schwab International Equity ETF (SCHF) in Q1 2023, closing a stake of 746 shares — an estimated $12K sold.

McElhenny Sheffield Capital Management first reported a position in SCHF in Q4 2021 and held it in 3 quarters. The position peaked at $296K in Q4 2021. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

McElhenny Sheffield Capital Management reported no remaining Schwab International Equity ETF position as of Q1 2023 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 746 Schwab International Equity ETF shares in Q1 2023, an estimated $12K.
McElhenny Sheffield Capital Management first reported a position in Schwab International Equity ETF in Q4 2021 and held it in 3 quarters.
McElhenny Sheffield Capital Management's Schwab International Equity ETF position peaked at $296K in Q4 2021.
996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.