SVB Investment Services’s Schwab International Equity ETF SCHF Stock Holding History

SVB Investment Services’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 Q1	$19.3M	Sell	1,052,806 -18,414	-2%	-$342K	11.99%	2
2021 Q4	$20.8M	Sell	1,071,220 -154,512	-13%	-$3.03M	13.84%	2
2021 Q3	$23.7M	Sell	1,225,732 -46	-0%	-$915	15.81%	2
2021 Q2	$24.2M	Buy	1,225,778 +185,084	+18%	+$3.66M	16.12%	2
2021 Q1	$19.6M	Sell	1,040,694 -162,260	-13%	-$3.03M	15.59%	2
2020 Q4	$21.7M	Buy	1,202,954 +8,198	+0.7%	+$138K	16.82%	2
2020 Q3	$18.8M	Buy	1,194,756 +19,256	+2%	+$302K	15.9%	2
2020 Q2	$17.5M	Buy	1,175,500 +47,182	+4%	+$663K	16.01%	2
2020 Q1	$14.6M	Buy	1,128,318 +84,240	+8%	+$1.3M	12.63%	2
2019 Q4	$17.6M	Buy	+1,044,078	New	+$17.2M	16.64%	2

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

PCA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

SVB Investment Services's SCHF Position: Q1 2022 in Review

SVB Investment Services reduced its Schwab International Equity ETF (SCHF) stake by 1.7% in Q1 2022, selling an estimated $342K and leaving 1,052,806 shares worth $19.3M. The position accounts for 11.99% of the portfolio, ranked #2.

SVB Investment Services first reported a position in SCHF in Q4 2019 and has held it in 10 quarters since. The position peaked at $24.2M in Q2 2021. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

SVB Investment Services held 1,052,806 shares of Schwab International Equity ETF worth $19.3M as of Q1 2022.
SVB Investment Services sold 18,414 Schwab International Equity ETF shares in Q1 2022, an estimated $342K.
Schwab International Equity ETF made up 11.99% of SVB Investment Services's portfolio in Q1 2022, its #2 holding.
SVB Investment Services first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's Schwab International Equity ETF position peaked at $24.2M in Q2 2021.
957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.