Northern Capital Management (Washington)’s Schwab International Equity ETF SCHF Stock Holding History

Northern Capital Management (Washington)’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 Q3	–	Sell	-12,286	Closed	-$219K	–	40
2023 Q2	$219K	Sell	12,286 -36	-0.3%	-$639	0.17%	38
2023 Q1	$214K	Sell	12,322 -390	-3%	-$6.68K	0.18%	38
2022 Q4	$205K	Buy	+12,712	New	+$198K	0.2%	40
2022 Q3	–	Sell	-12,898	Closed	-$203K	–	39
2022 Q2	$203K	Sell	12,898 -1,064	-8%	-$18.1K	0.2%	37
2022 Q1	$256K	Sell	13,962 -9,678	-41%	-$180K	0.21%	37
2021 Q4	$459K	Sell	23,640 -62	-0.3%	-$1.22K	0.37%	26
2021 Q3	$459K	Buy	23,702 +3,306	+16%	+$65.8K	0.39%	24
2021 Q2	$402K	Buy	20,396 +132	+0.7%	+$2.61K	0.34%	25
2021 Q1	$381K	Buy	20,264 +770	+4%	+$14.4K	0.35%	26
2020 Q4	$351K	Buy	+19,494	New	+$329K	0.34%	25

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Northern Capital Management (Washington)'s SCHF Position: Q3 2023 in Review

Northern Capital Management (Washington) sold out of Schwab International Equity ETF (SCHF) in Q3 2023, closing a stake of 12,286 shares — an estimated $219K sold.

Northern Capital Management (Washington) first reported a position in SCHF in Q4 2020 and held it in 10 quarters. The position peaked at $459K in Q4 2021. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

Northern Capital Management (Washington) reported no remaining Schwab International Equity ETF position as of Q3 2023 after selling out during the quarter.
Northern Capital Management (Washington) sold 12,286 Schwab International Equity ETF shares in Q3 2023, an estimated $219K.
Northern Capital Management (Washington) first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 10 quarters.
Northern Capital Management (Washington)'s Schwab International Equity ETF position peaked at $459K in Q4 2021.
1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

Based on Northern Capital Management (Washington)'s 13F filing for Q3 2023, filed 27 Oct 2023.