Palladiem’s Schwab International Equity ETF SCHF Stock Holding History

Palladiem’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	$394K	Buy	23,210 +1,710	+8%	+$30.2K	0.43%	32
2023 Q2	$383K	Hold	21,500	–	–	0.39%	34
2023 Q1	$374K	Hold	21,500	–	–	0.4%	32
2022 Q4	$346K	Sell	21,500 -294,202	-93%	-$4.59M	0.36%	36
2022 Q3	$4.44M	Buy	315,702 +1,634	+0.5%	+$25.6K	4.66%	9
2022 Q2	$4.94M	Buy	314,068 +4,450	+1%	+$75.8K	4.91%	8
2022 Q1	$5.68M	Sell	309,618 -187,668	-38%	-$3.49M	5.02%	8
2021 Q4	$9.66M	Buy	497,286 +16,942	+4%	+$333K	7.78%	3
2021 Q3	$9.29M	Sell	480,344 -3,634	-0.8%	-$72.3K	7.52%	4
2021 Q2	$9.55M	Buy	483,978 +1,052	+0.2%	+$20.8K	7.71%	3
2021 Q1	$9.08M	Buy	+482,926	New	+$9.01M	7.92%	3

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

Palladiem's SCHF Position: Q3 2023 in Review

Palladiem increased its Schwab International Equity ETF (SCHF) stake by 8% in Q3 2023, buying an estimated $30.2K and bringing the position to 23,210 shares worth $394K. The position accounts for 0.43% of the portfolio, ranked #32.

Palladiem first reported a position in SCHF in Q1 2021 and has held it in 11 quarters since. The position peaked at $9.66M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

Palladiem held 23,210 shares of Schwab International Equity ETF worth $394K as of Q3 2023.
Palladiem bought 1,710 Schwab International Equity ETF shares in Q3 2023, an estimated $30.2K.
Schwab International Equity ETF made up 0.43% of Palladiem's portfolio in Q3 2023, its #32 holding.
Palladiem first reported a position in Schwab International Equity ETF in Q1 2021 and has held it in 11 quarters since.
Palladiem's Schwab International Equity ETF position peaked at $9.66M in Q4 2021.
1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

Based on Palladiem's 13F filing for Q3 2023, filed 8 Dec 2023.