STALEY CAPITAL ADVISERS’s Schwab International Equity ETF SCHF Stock Holding History

STALEY CAPITAL ADVISERS’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 Q2	–	Sell	-12,908	Closed	-$237K	–	179
2022 Q1	$237K	Sell	12,908 -800	-6%	-$14.9K	0.01%	159
2021 Q4	$266K	Hold	13,708	–	–	0.01%	161
2021 Q3	$265K	Hold	13,708	–	–	0.01%	157
2021 Q2	$270K	Hold	13,708	–	–	0.01%	154
2021 Q1	$258K	Hold	13,708	–	–	0.01%	162
2020 Q4	$247K	Hold	13,708	–	–	0.02%	158
2020 Q3	$215K	Hold	13,708	–	–	0.01%	152
2020 Q2	$204K	Buy	+13,708	New	+$193K	0.01%	148
2020 Q1	–	Sell	-14,226	Closed	-$239K	–	170
2019 Q4	$239K	Hold	14,226	–	–	0.02%	158
2019 Q3	$227K	Hold	14,226	–	–	0.02%	153
2019 Q2	$228K	Sell	14,226 -100	-0.7%	-$1.58K	0.02%	157
2019 Q1	$224K	Buy	+14,326	New	+$218K	0.02%	149
2018 Q4	–	Sell	-13,690	Closed	-$230K	–	175
2018 Q3	$230K	Sell	13,690 -3,000	-18%	-$49.9K	0.02%	149
2018 Q2	$276K	Hold	16,690	–	–	0.02%	138
2018 Q1	$281K	Hold	16,690	–	–	0.02%	130
2017 Q4	$284K	Hold	16,690	–	–	0.02%	134
2017 Q3	$279K	Buy	16,690 +2,200	+15%	+$35.9K	0.02%	134
2017 Q2	$230K	Buy	+14,490	New	+$225K	0.02%	149

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

STALEY CAPITAL ADVISERS's SCHF Position: Q2 2022 in Review

STALEY CAPITAL ADVISERS sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 12,908 shares — an estimated $237K sold.

STALEY CAPITAL ADVISERS first reported a position in SCHF in Q2 2017 and held it in 18 quarters. The position peaked at $284K in Q4 2017. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

STALEY CAPITAL ADVISERS reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 12,908 Schwab International Equity ETF shares in Q2 2022, an estimated $237K.
STALEY CAPITAL ADVISERS first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 18 quarters.
STALEY CAPITAL ADVISERS's Schwab International Equity ETF position peaked at $284K in Q4 2017.
943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2022, filed 5 Aug 2022.