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Roman Butler Fullerton & Co’s Schwab International Equity ETF SCHF Stock Holding History

Roman Butler Fullerton & Co’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
-35,612
Closed -$618K – 203
2022
Q4 		$618K Buy
+35,612
New +$556K 0.32% 93

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Charles Schwab
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Creative Planning
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Betterment LLC
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Envestnet Asset Management
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Roman Butler Fullerton & Co's SCHF Position: Q1 2023 in Review

Roman Butler Fullerton & Co sold out of Schwab International Equity ETF (SCHF) in Q1 2023, closing a stake of 35,612 shares — an estimated $618K sold.

Roman Butler Fullerton & Co first reported a position in SCHF in Q4 2022 and held it in 1 quarter. The position peaked at $618K in Q4 2022. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

  • Roman Butler Fullerton & Co reported no remaining Schwab International Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 35,612 Schwab International Equity ETF shares in Q1 2023, an estimated $618K.
  • Roman Butler Fullerton & Co first reported a position in Schwab International Equity ETF in Q4 2022 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's Schwab International Equity ETF position peaked at $618K in Q4 2022.
  • 996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2023, filed 27 Apr 2023.