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

Oak 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
Q3 		– Sell
-1,141,932
Closed -$18M – 140
2022
Q2 		$18M Buy
+1,141,932
New +$19.4M 8.53% 4

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oak Asset Management's SCHF Position: Q3 2022 in Review

Oak Asset Management sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 1,141,932 shares — an estimated $18M sold.

Oak Asset Management first reported a position in SCHF in Q2 2022 and held it in 1 quarter. The position peaked at $18M in Q2 2022. 904 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

  • Oak Asset Management reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Oak Asset Management sold 1,141,932 Schwab International Equity ETF shares in Q3 2022, an estimated $18M.
  • Oak Asset Management first reported a position in Schwab International Equity ETF in Q2 2022 and held it in 1 quarter.
  • Oak Asset Management's Schwab International Equity ETF position peaked at $18M in Q2 2022.
  • 904 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Oak Asset Management's 13F filing for Q3 2022, filed 19 Oct 2022.