Newman & Schimel’s Schwab International Equity ETF SCHF Stock Holding History

Newman & Schimel’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 Q4	$298K	Sell	18,512 -9,204	-33%	-$144K	0.13%	41
2022 Q3	$390K	Hold	27,716	–	–	0.19%	32
2022 Q2	$436K	Sell	27,716 -1,420	-5%	-$24.2K	0.21%	32
2022 Q1	$535K	Buy	29,136 +30	+0.1%	+$558	0.35%	27
2021 Q4	$566K	Buy	29,106 +880	+3%	+$17.3K	0.32%	26
2021 Q3	$546K	Sell	28,226 -1,524	-5%	-$30.3K	0.34%	29
2021 Q2	$587K	Sell	29,750 -68	-0.2%	-$1.34K	0.37%	27
2021 Q1	$561K	Buy	29,818 +4,040	+16%	+$75.3K	0.38%	26
2020 Q4	$464K	Buy	+25,778	New	+$435K	0.39%	30

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

Libra Wealth Los Gatos, California $355M AUM 17.36% 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

Newman & Schimel's SCHF Position: Q4 2022 in Review

Newman & Schimel reduced its Schwab International Equity ETF (SCHF) stake by 33% in Q4 2022, selling an estimated $144K and leaving 18,512 shares worth $298K. The position accounts for 0.13% of the portfolio, ranked #41.

Newman & Schimel first reported a position in SCHF in Q4 2020 and has held it in 9 quarters since. The position peaked at $587K in Q2 2021. 982 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

Newman & Schimel held 18,512 shares of Schwab International Equity ETF worth $298K as of Q4 2022.
Newman & Schimel sold 9,204 Schwab International Equity ETF shares in Q4 2022, an estimated $144K.
Schwab International Equity ETF made up 0.13% of Newman & Schimel's portfolio in Q4 2022, its #41 holding.
Newman & Schimel first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 9 quarters since.
Newman & Schimel's Schwab International Equity ETF position peaked at $587K in Q2 2021.
982 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.