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TrustCore Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

TrustCore Financial 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
Q4 		$713K Buy
44,284
+2,776
+7% +$43.3K 0.06% 144
2022
Q3 		$584K Buy
41,508
+3,784
+10% +$59.4K 0.06% 153
2022
Q2 		$593K Sell
37,724
-10,886
-22% -$185K 0.06% 155
2022
Q1 		$892K Buy
48,610
+30,582
+170% +$568K 0.08% 125
2021
Q4 		$350K Sell
18,028
-26,480
-59% -$520K 0.04% 192
2021
Q3 		$861K Sell
44,508
-4,044
-8% -$80.4K 0.08% 114
2021
Q2 		$958K Buy
48,552
+454
+0.9% +$8.97K 0.1% 102
2021
Q1 		$905K Sell
48,098
-3,636
-7% -$67.8K 0.1% 106
2020
Q4 		$931K Sell
51,734
-28
-0.1% -$472 0.12% 100
2020
Q3 		$813K Sell
51,762
-8,194
-14% -$129K 0.12% 97
2020
Q2 		$892K Sell
59,956
-40,958
-41% -$576K 0.15% 88
2020
Q1 		$1.3M Buy
100,914
+7,624
+8% +$117K 0.29% 52
2019
Q4 		$1.57M Buy
93,290
+9,030
+11% +$149K 0.3% 55
2019
Q3 		$1.34M Sell
84,260
-748
-0.9% -$11.8K 0.29% 58
2019
Q2 		$1.36M Sell
85,008
-14,704
-15% -$233K 0.31% 57
2019
Q1 		$1.56M Buy
+99,712
New +$1.52M 0.43% 38
2018
Q4 		– Sell
-150,678
Closed -$2.53M – 720
2018
Q3 		$2.53M Buy
150,678
+7,456
+5% +$124K 0.79% 22
2018
Q2 		$2.37M Buy
143,222
+25,368
+22% +$431K 0.84% 22
2018
Q1 		$1.99M Buy
117,854
+18,976
+19% +$327K 0.75% 25
2017
Q4 		$1.68M Buy
+98,878
New +$1.68M 0.66% 29

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $52B AUM 24.53% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TrustCore Financial Services's SCHF Position: Q4 2022 in Review

TrustCore Financial Services increased its Schwab International Equity ETF (SCHF) stake by 6.7% in Q4 2022, buying an estimated $43.3K and bringing the position to 44,284 shares worth $713K. The position accounts for 0.06% of the portfolio, ranked #144.

TrustCore Financial Services first reported a position in SCHF in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.53M in Q3 2018. 983 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

  • TrustCore Financial Services held 44,284 shares of Schwab International Equity ETF worth $713K as of Q4 2022.
  • TrustCore Financial Services bought 2,776 Schwab International Equity ETF shares in Q4 2022, an estimated $43.3K.
  • Schwab International Equity ETF made up 0.06% of TrustCore Financial Services's portfolio in Q4 2022, its #144 holding.
  • TrustCore Financial Services first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 20 quarters since.
  • TrustCore Financial Services's Schwab International Equity ETF position peaked at $2.53M in Q3 2018.
  • 983 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.