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Summit Financial Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Summit Financial Wealth Advisors’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
-803,150
Closed -$12.9M – 136
2022
Q2 		$12.9M Sell
803,150
-133,670
-14% -$2.28M 3.08% 7
2022
Q1 		$17.2M Buy
936,820
+753,552
+411% +$14M 3.48% 6
2021
Q4 		$3.6M Buy
183,268
+31,984
+21% +$628K 0.7% 33
2021
Q3 		$2.93M Buy
151,284
+9,964
+7% +$198K 0.66% 34
2021
Q2 		$2.79M Buy
141,320
+17,632
+14% +$349K 0.63% 33
2021
Q1 		$2.23M Sell
123,688
-4,742
-4% -$88.4K 0.57% 33
2020
Q4 		$2.02M Sell
128,430
-1,074
-0.8% -$18.1K 0.55% 34
2020
Q3 		$1.99M Buy
129,504
+1,860
+1% +$29.2K 0.53% 33
2020
Q2 		$1.94M Buy
127,644
+5,400
+4% +$75.9K 0.52% 34
2020
Q1 		$1.59M Buy
122,244
+42,528
+53% +$654K 0.5% 37
2019
Q4 		$1.32M Buy
79,716
+10,342
+15% +$170K 0.32% 51
2019
Q3 		$1.11M Sell
69,374
-8,474
-11% -$133K 0.27% 60
2019
Q2 		$1.25M Buy
77,848
+13,512
+21% +$214K 0.31% 64
2019
Q1 		$1.03M Buy
64,336
+2,090
+3% +$31.9K 0.27% 63
2018
Q4 		$882K Buy
62,246
+10,632
+21% +$163K 0.29% 59
2018
Q3 		$810K Buy
51,614
+10,034
+24% +$167K 0.24% 70
2018
Q2 		$701K Sell
41,580
-130
-0.3% -$2.21K 0.23% 73
2018
Q1 		$703K Buy
41,710
+28,470
+215% +$490K 0.23% 74
2017
Q4 		$226K Buy
+13,240
New +$225K 0.08% 128

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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
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

Summit Financial Wealth Advisors's SCHF Position: Q3 2022 in Review

Summit Financial Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 803,150 shares — an estimated $12.9M sold.

Summit Financial Wealth Advisors first reported a position in SCHF in Q4 2017 and held it in 19 quarters. The position peaked at $17.2M in Q1 2022. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

  • Summit Financial Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 803,150 Schwab International Equity ETF shares in Q3 2022, an estimated $12.9M.
  • Summit Financial Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 19 quarters.
  • Summit Financial Wealth Advisors's Schwab International Equity ETF position peaked at $17.2M in Q1 2022.
  • 903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.