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Ullmann Wealth Partners Group’s Schwab International Equity ETF SCHF Stock Holding History

Ullmann Wealth Partners Group’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
2021
Q2 		– Sell
-31,674
Closed -$596K – 84
2021
Q1 		$596K Buy
+31,674
New +$591K 0.27% 41

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Wealthfront Advisers
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Charles Schwab
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Betterment LLC
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Creative Planning
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Wealth Enhancement Advisory Services
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Ullmann Wealth Partners Group's SCHF Position: Q2 2021 in Review

Ullmann Wealth Partners Group sold out of Schwab International Equity ETF (SCHF) in Q2 2021, closing a stake of 31,674 shares — an estimated $596K sold.

Ullmann Wealth Partners Group first reported a position in SCHF in Q1 2021 and held it in 1 quarter. The position peaked at $596K in Q1 2021. 847 funds tracked by Wall St. Rank hold SCHF as of Q2 2021.

  • Ullmann Wealth Partners Group reported no remaining Schwab International Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 31,674 Schwab International Equity ETF shares in Q2 2021, an estimated $596K.
  • Ullmann Wealth Partners Group first reported a position in Schwab International Equity ETF in Q1 2021 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's Schwab International Equity ETF position peaked at $596K in Q1 2021.
  • 847 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2021.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2021, filed 9 Jul 2021.