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Relaxing Retirement Coach’s Schwab International Equity ETF SCHF Stock Holding History

Relaxing Retirement Coach’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
Q2 		$1.25M Sell
70,320
-882
-1% -$15.7K 0.38% 32
2023
Q1 		$1.24M Sell
71,202
-6,576
-8% -$113K 0.41% 32
2022
Q4 		$1.25M Sell
77,778
-1,390
-2% -$21.7K 0.46% 31
2022
Q3 		$1.11M Sell
79,168
-5,654
-7% -$88.7K 0.53% 28
2022
Q2 		$1.33M Buy
84,822
+160
+0.2% +$2.73K 0.67% 26
2022
Q1 		$1.55M Sell
84,662
-2,002
-2% -$37.2K 0.8% 24
2021
Q4 		$1.69M Sell
86,664
-370
-0.4% -$7.26K 0.97% 26
2021
Q3 		$1.68M Sell
87,034
-11,778
-12% -$234K 1.38% 23
2021
Q2 		$1.95M Sell
98,812
-6,998
-7% -$138K 1.66% 20
2021
Q1 		$1.99M Sell
105,810
-54,900
-34% -$1.02M 2.27% 17
2020
Q4 		$2.89M Sell
160,710
-325,890
-67% -$5.5M 3.16% 12
2020
Q3 		$7.64M Buy
486,600
+148,004
+44% +$2.32M 3.33% 10
2020
Q2 		$5.04M Sell
338,596
-148,064
-30% -$2.08M 3.54% 9
2020
Q1 		$6.3M Sell
486,660
-300,270
-38% -$4.62M 3.88% 7
2019
Q4 		$13.2M Sell
786,930
-5,702
-0.7% -$93.8K 3.87% 8
2019
Q3 		$12.6M Buy
792,632
+5,532
+0.7% +$87K 3.9% 8
2019
Q2 		$12.6M Buy
787,100
+4,670
+0.6% +$73.9K 3.86% 9
2019
Q1 		$12.2M Buy
782,430
+7,710
+1% +$118K 3.82% 10
2018
Q4 		$11M Buy
774,720
+19,166
+3% +$293K 3.72% 11
2018
Q3 		$12.7M Buy
755,554
+14,142
+2% +$235K 3.8% 10
2018
Q2 		$12.3M Buy
741,412
+38,516
+5% +$654K 3.78% 9
2018
Q1 		$11.9M Sell
702,896
-18,088
-3% -$312K 3.74% 9
2017
Q4 		$12.3M Buy
+720,984
New +$12.3M 3.99% 8

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Relaxing Retirement Coach's SCHF Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its Schwab International Equity ETF (SCHF) stake by 1.2% in Q2 2023, selling an estimated $15.7K and leaving 70,320 shares worth $1.25M. The position accounts for 0.38% of the portfolio, ranked #32.

Relaxing Retirement Coach first reported a position in SCHF in Q4 2017 and has held it in 23 quarters since. The position peaked at $13.2M in Q4 2019. 1,010 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

  • Relaxing Retirement Coach held 70,320 shares of Schwab International Equity ETF worth $1.25M as of Q2 2023.
  • Relaxing Retirement Coach sold 882 Schwab International Equity ETF shares in Q2 2023, an estimated $15.7K.
  • Schwab International Equity ETF made up 0.38% of Relaxing Retirement Coach's portfolio in Q2 2023, its #32 holding.
  • Relaxing Retirement Coach first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 23 quarters since.
  • Relaxing Retirement Coach's Schwab International Equity ETF position peaked at $13.2M in Q4 2019.
  • 1,010 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.