Simplicity Solutions’s Schwab International Equity ETF SCHF Stock Holding History

Simplicity Solutions’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 Q4	$2.9M	Sell	157,172 -400	-0.3%	-$6.94K	0.08%	228
2023 Q3	$2.68M	Sell	157,572 -7,902	-5%	-$140K	0.09%	211
2023 Q2	$2.95M	Sell	165,474 -12,012	-7%	-$213K	0.08%	229
2023 Q1	$3.09M	Buy	177,486 +94,692	+114%	+$1.62M	0.08%	225
2022 Q4	$1.33M	Buy	82,794 +838	+1%	+$13.1K	0.18%	133
2022 Q3	$1.15M	Sell	81,956 -6,946	-8%	-$109K	0.17%	145
2022 Q2	$1.4M	Sell	88,902 -29,904	-25%	-$509K	0.18%	137
2022 Q1	$2.18M	Sell	118,806 -14,390	-11%	-$267K	0.27%	81
2021 Q4	$2.59M	Buy	133,196 +69,638	+110%	+$1.37M	0.29%	82
2021 Q3	$1.23M	Buy	+63,558	New	+$1.26M	0.19%	118
2019 Q4	–	Sell	-17,296	Closed	-$276K	–	868
2019 Q3	$276K	Buy	+17,296	New	+$272K	0.01%	577
2019 Q2	–	Sell	-33,884	Closed	-$530K	–	831
2019 Q1	$530K	Buy	33,884 +8,000	+31%	+$122K	0.03%	388
2018 Q4	$367K	Buy	+25,884	New	+$396K	0.05%	389
2018 Q3	–	Sell	-30,094	Closed	-$497K	–	607
2018 Q2	$497K	Buy	+30,094	New	+$511K	0.04%	253
2016 Q1	–	Sell	-57,858	Closed	-$797K	–	455
2015 Q4	$797K	Buy	+57,858	New	+$829K	0.09%	319
2015 Q3	–	Sell	-17,364	Closed	-$265K	–	145
2015 Q2	$265K	Buy	17,364 +4	+0%	+$63	0.25%	99
2015 Q1	$262K	Buy	+17,360	New	+$258K	0.31%	71

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's SCHF Position: Q4 2023 in Review

Simplicity Solutions reduced its Schwab International Equity ETF (SCHF) stake by 0.25% in Q4 2023, selling an estimated $6.94K and leaving 157,172 shares worth $2.9M. The position accounts for 0.08% of the portfolio, ranked #228.

Simplicity Solutions first reported a position in SCHF in Q1 2015 and has held it in 17 quarters since. The position peaked at $3.09M in Q1 2023. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Simplicity Solutions held 157,172 shares of Schwab International Equity ETF worth $2.9M as of Q4 2023.
Simplicity Solutions sold 400 Schwab International Equity ETF shares in Q4 2023, an estimated $6.94K.
Schwab International Equity ETF made up 0.08% of Simplicity Solutions's portfolio in Q4 2023, its #228 holding.
Simplicity Solutions first reported a position in Schwab International Equity ETF in Q1 2015 and has held it in 17 quarters since.
Simplicity Solutions's Schwab International Equity ETF position peaked at $3.09M in Q1 2023.
1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.