Oakwell Private Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Oakwell Private Wealth 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 Q4	–	Sell	-14,888	Closed	-$209K	–	61
2022 Q3	$209K	Sell	14,888 -3,610	-20%	-$56.7K	0.12%	58
2022 Q2	$291K	Buy	18,498 +212	+1%	+$3.61K	0.17%	52
2022 Q1	$336K	Sell	18,286 -134	-0.7%	-$2.49K	0.17%	47
2021 Q4	$358K	Sell	18,420 -6,956	-27%	-$137K	0.18%	48
2021 Q3	$491K	Sell	25,376 -940	-4%	-$18.7K	0.27%	40
2021 Q2	$519K	Sell	26,316 -380	-1%	-$7.51K	0.33%	43
2021 Q1	$502K	Sell	26,696 -6,986	-21%	-$130K	0.36%	40
2020 Q4	$606K	Buy	+33,682	New	+$568K	0.48%	35

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

Oakwell Private Wealth Management's SCHF Position: Q4 2022 in Review

Oakwell Private Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q4 2022, closing a stake of 14,888 shares — an estimated $209K sold.

Oakwell Private Wealth Management first reported a position in SCHF in Q4 2020 and held it in 8 quarters. The position peaked at $606K in Q4 2020. 982 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

Oakwell Private Wealth Management reported no remaining Schwab International Equity ETF position as of Q4 2022 after selling out during the quarter.
Oakwell Private Wealth Management sold 14,888 Schwab International Equity ETF shares in Q4 2022, an estimated $209K.
Oakwell Private Wealth Management first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 8 quarters.
Oakwell Private Wealth Management's Schwab International Equity ETF position peaked at $606K in Q4 2020.
982 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on Oakwell Private Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.