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Pacific Wealth Strategies Group’s Schwab International Equity ETF SCHF Stock Holding History

Pacific Wealth Strategies Group’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
Q1 		– Sell
-59,340
Closed -$956K – 51
2022
Q4 		$956K Sell
59,340
-5,806
-9% -$90.7K 1.28% 20
2022
Q3 		$916K Sell
65,146
-33,490
-34% -$526K 1.28% 23
2022
Q2 		$1.55M Sell
98,636
-84,160
-46% -$1.43M 2% 18
2022
Q1 		$3.36M Sell
182,796
-126,438
-41% -$2.35M 1.41% 20
2021
Q4 		$6.01M Buy
309,234
+20,132
+7% +$395K 2.09% 17
2021
Q3 		$5.59M Buy
289,102
+28,260
+11% +$562K 2.07% 15
2021
Q2 		$5.14M Buy
260,842
+158,116
+154% +$3.13M 1.97% 17
2021
Q1 		$1.93M Buy
102,726
+43,566
+74% +$812K 0.81% 39
2020
Q4 		$1.11M Buy
+59,160
New +$998K 0.48% 50
2020
Q1 		– Sell
-284,616
Closed -$4.79M – 84
2019
Q4 		$4.79M Buy
284,616
+84,358
+42% +$1.39M 2.64% 9
2019
Q3 		$3.19M Buy
200,258
+24,188
+14% +$380K 1.96% 15
2019
Q2 		$2.83M Buy
176,070
+4,584
+3% +$72.5K 1.77% 18
2019
Q1 		$2.69M Buy
171,486
+4,652
+3% +$70.9K 1.73% 19
2018
Q4 		$2.37M Buy
166,834
+29,848
+22% +$457K 1.7% 18
2018
Q3 		$2.3M Buy
136,986
+21,596
+19% +$359K 1.47% 23
2018
Q2 		$1.91M Buy
115,390
+19,634
+21% +$334K 1.32% 27
2018
Q1 		$1.61M Buy
95,756
+20,834
+28% +$359K 1.15% 33
2017
Q4 		$1.28M Buy
+74,922
New +$1.27M 0.91% 43

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
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 $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Pacific Wealth Strategies Group's SCHF Position: Q1 2023 in Review

Pacific Wealth Strategies Group sold out of Schwab International Equity ETF (SCHF) in Q1 2023, closing a stake of 59,340 shares — an estimated $956K sold.

Pacific Wealth Strategies Group first reported a position in SCHF in Q4 2017 and held it in 18 quarters. The position peaked at $6.01M in Q4 2021. 997 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

  • Pacific Wealth Strategies Group reported no remaining Schwab International Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 59,340 Schwab International Equity ETF shares in Q1 2023, an estimated $956K.
  • Pacific Wealth Strategies Group first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 18 quarters.
  • Pacific Wealth Strategies Group's Schwab International Equity ETF position peaked at $6.01M in Q4 2021.
  • 997 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Pacific Wealth Strategies Group's 13F filing for Q1 2023, filed 2 May 2023.