Resource Management’s Schwab International Equity ETF SCHF Stock Holding History

Resource 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
2021 Q4	$564K	Buy	29,036 +16	+0.1%	+$314	0.06%	97
2021 Q3	$562K	Hold	29,020	–	–	0.06%	96
2021 Q2	$572K	Buy	29,020 +644	+2%	+$12.7K	0.07%	96
2021 Q1	$534K	Hold	28,376	–	–	0.06%	101
2020 Q4	$511K	Buy	28,376 +2,670	+10%	+$45K	0.07%	99
2020 Q3	$404K	Hold	25,706	–	–	0.07%	97
2020 Q2	$382K	Hold	25,706	–	–	0.07%	92
2020 Q1	$332K	Hold	25,706	–	–	0.07%	96
2019 Q4	$432K	Hold	25,706	–	–	0.07%	92
2019 Q3	$409K	Hold	25,706	–	–	0.07%	91
2019 Q2	$412K	Hold	25,706	–	–	0.07%	90
2019 Q1	$402K	Hold	25,706	–	–	0.07%	94
2018 Q4	$364K	Hold	25,706	–	–	0.08%	84
2018 Q3	$431K	Hold	25,706	–	–	0.08%	83
2018 Q2	$424K	Hold	25,706	–	–	0.08%	76
2018 Q1	$433K	Hold	25,706	–	–	0.09%	74
2017 Q4	$430K	Buy	+25,706	New	+$437K	0.09%	79

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Resource Management's SCHF Position: Q4 2021 in Review

Resource Management increased its Schwab International Equity ETF (SCHF) stake by 0.06% in Q4 2021, buying an estimated $314 and bringing the position to 29,036 shares worth $564K. The position accounts for 0.06% of the portfolio, ranked #97.

Resource Management first reported a position in SCHF in Q4 2017 and has held it in 17 quarters since. The position peaked at $572K in Q2 2021. 955 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

Resource Management held 29,036 shares of Schwab International Equity ETF worth $564K as of Q4 2021.
Resource Management bought 16 Schwab International Equity ETF shares in Q4 2021, an estimated $314.
Schwab International Equity ETF made up 0.06% of Resource Management's portfolio in Q4 2021, its #97 holding.
Resource Management first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 17 quarters since.
Resource Management's Schwab International Equity ETF position peaked at $572K in Q2 2021.
955 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.