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Optas LLC’s Schwab International Equity ETF SCHF Stock Holding History

Optas LLC’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
Q1 		– Sell
-10,360
Closed -$201K – 158
2021
Q4 		$201K Hold
10,360
– – 0.06% 141
2021
Q3 		$200K Buy
+10,360
New +$206K 0.06% 142

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Optas LLC's SCHF Position: Q1 2022 in Review

Optas LLC sold out of Schwab International Equity ETF (SCHF) in Q1 2022, closing a stake of 10,360 shares — an estimated $201K sold.

Optas LLC first reported a position in SCHF in Q3 2021 and held it in 2 quarters. The position peaked at $201K in Q4 2021. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

  • Optas LLC reported no remaining Schwab International Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Optas LLC sold 10,360 Schwab International Equity ETF shares in Q1 2022, an estimated $201K.
  • Optas LLC first reported a position in Schwab International Equity ETF in Q3 2021 and held it in 2 quarters.
  • Optas LLC's Schwab International Equity ETF position peaked at $201K in Q4 2021.
  • 957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on Optas LLC's 13F filing for Q1 2022, filed 26 Apr 2022.