Newbridge Financial Services Group’s Schwab International Equity ETF SCHF Stock Holding History

Newbridge Financial Services Group’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	-280	Closed	-$5K	–	1501
2022 Q1	$5K	Sell	280 -28	-9%	-$520	﹤0.01%	1112
2021 Q4	$6K	Sell	308 -336	-52%	-$6.6K	﹤0.01%	1040
2021 Q3	$12K	Buy	644 +114	+22%	+$2.27K	0.01%	833
2021 Q2	$10K	Sell	530 -278	-34%	-$5.5K	0.01%	989
2021 Q1	$15K	Sell	808 -216	-21%	-$4.03K	0.01%	771
2020 Q4	$18K	Sell	1,024 -2,710	-73%	-$45.7K	0.01%	574
2020 Q3	$59K	Buy	+3,734	New	+$58.6K	0.06%	288

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

Newbridge Financial Services Group's SCHF Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 280 shares — an estimated $5K sold.

Newbridge Financial Services Group first reported a position in SCHF in Q3 2020 and held it in 7 quarters. The position peaked at $59K in Q3 2020. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

Newbridge Financial Services Group reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 280 Schwab International Equity ETF shares in Q2 2022, an estimated $5K.
Newbridge Financial Services Group first reported a position in Schwab International Equity ETF in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's Schwab International Equity ETF position peaked at $59K in Q3 2020.
943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.