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Surevest’s Schwab International Equity ETF SCHF Stock Holding History

Surevest’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 		$114K Hold
8,100
– – 0.03% 158
2022
Q2 		$127K Hold
8,100
– – 0.03% 156
2022
Q1 		$149K Hold
8,100
– – 0.04% 143
2021
Q4 		$157K Buy
+8,100
New +$159K 0.04% 130

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

Surevest's SCHF Position: Q3 2022 in Review

Surevest held its Schwab International Equity ETF (SCHF) position steady in Q3 2022 at 8,100 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #158.

Surevest first reported a position in SCHF in Q4 2021 and has held it in 4 quarters since. The position peaked at $157K in Q4 2021. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

  • Surevest held 8,100 shares of Schwab International Equity ETF worth $114K as of Q3 2022.
  • Surevest left its Schwab International Equity ETF share count unchanged in Q3 2022.
  • Schwab International Equity ETF made up 0.03% of Surevest's portfolio in Q3 2022, its #158 holding.
  • Surevest first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Schwab International Equity ETF position peaked at $157K in Q4 2021.
  • 903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.