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Soundmark Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Soundmark Wealth 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
2022
Q3 		– Sell
-12,986
Closed -$204K – 60
2022
Q2 		$204K Buy
+12,986
New +$221K 0.15% 55
2021
Q3 		– Sell
-10,894
Closed -$216K – 73
2021
Q2 		$216K Buy
+10,894
New +$215K 0.09% 59

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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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Soundmark Wealth Management's SCHF Position: Q3 2022 in Review

Soundmark Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 12,986 shares — an estimated $204K sold.

Soundmark Wealth Management first reported a position in SCHF in Q2 2021 and held it in 2 quarters. The position peaked at $216K in Q2 2021. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

  • Soundmark Wealth Management reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Soundmark Wealth Management sold 12,986 Schwab International Equity ETF shares in Q3 2022, an estimated $204K.
  • Soundmark Wealth Management first reported a position in Schwab International Equity ETF in Q2 2021 and held it in 2 quarters.
  • Soundmark Wealth Management's Schwab International Equity ETF position peaked at $216K in Q2 2021.
  • 903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Soundmark Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.