Vigilant Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

Vigilant Capital Management’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
2023 Q2	$103K	Buy	5,790 +1,350	+30%	+$24K	0.01%	211
2023 Q1	$77K	Buy	4,440 +500	+13%	+$8.56K	0.01%	226
2022 Q4	$63K	Hold	3,940	–	–	0.01%	250
2022 Q3	$55K	Sell	3,940 -672	-15%	-$10.5K	0.01%	278
2022 Q2	$73K	Sell	4,612 -3,512	-43%	-$59.8K	0.01%	238
2022 Q1	$149K	Buy	8,124 +1,100	+16%	+$20.4K	0.01%	198
2021 Q4	$137K	Buy	7,024 +6,344	+933%	+$125K	0.01%	232
2021 Q3	$13K	Sell	680 -1,638	-71%	-$32.6K	﹤0.01%	445
2021 Q2	$46K	Buy	2,318 +270	+13%	+$5.34K	﹤0.01%	277
2021 Q1	$39K	Buy	+2,048	New	+$38.2K	﹤0.01%	256
2020 Q4	–	Sell	-3,212	Closed	-$50K	–	369
2020 Q3	$50K	Buy	3,212 +2,142	+200%	+$33.6K	0.01%	221
2020 Q2	$16K	Hold	1,070	–	–	﹤0.01%	260
2020 Q1	$14K	Buy	1,070 +420	+65%	+$6.46K	﹤0.01%	271
2019 Q4	$11K	Hold	650	–	–	﹤0.01%	422
2019 Q3	$10K	Sell	650 -8,126	-93%	-$128K	﹤0.01%	347
2019 Q2	$141K	Sell	8,776 -854	-9%	-$13.5K	0.02%	152
2019 Q1	$151K	Sell	9,630 -4,306	-31%	-$65.7K	0.02%	147
2018 Q4	$198K	Buy	13,936 +2,772	+25%	+$42.4K	0.03%	119
2018 Q3	$187K	Buy	11,164 +10,154	+1,005%	+$169K	0.02%	138
2018 Q2	$17K	Sell	1,010 -290	-22%	-$4.93K	﹤0.01%	378
2018 Q1	$22K	Sell	1,300 -2,000	-61%	-$34.4K	﹤0.01%	303
2017 Q4	$56K	Buy	3,300 +1,300	+65%	+$22.1K	0.01%	210
2017 Q3	$33K	Hold	2,000	–	–	﹤0.01%	205
2017 Q2	$32K	Hold	2,000	–	–	0.01%	186
2017 Q1	$30K	Hold	2,000	–	–	0.01%	192
2016 Q4	$28K	Hold	2,000	–	–	﹤0.01%	199
2016 Q3	$29K	Hold	2,000	–	–	0.01%	204
2016 Q2	$27K	Sell	2,000 -3,000	-60%	-$41.1K	0.01%	203
2016 Q1	$68K	Sell	5,000 -18,600	-79%	-$241K	0.01%	129
2015 Q4	$325K	Buy	+23,600	New	+$338K	0.07%	91
2015 Q1	–	Sell	-2,000	Closed	-$29K	–	295
2014 Q4	$29K	Sell	2,000 -2,000	-50%	-$30.1K	0.01%	219
2014 Q3	$62K	Buy	+4,000	New	+$64.6K	0.01%	141

Other funds holding SCHF

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Vigilant Capital Management's SCHF Position: Q2 2023 in Review

Vigilant Capital Management increased its Schwab International Equity ETF (SCHF) stake by 30% in Q2 2023, buying an estimated $24K and bringing the position to 5,790 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #211.

Vigilant Capital Management first reported a position in SCHF in Q3 2014 and has held it in 32 quarters since. The position peaked at $325K in Q4 2015. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

Vigilant Capital Management held 5,790 shares of Schwab International Equity ETF worth $103K as of Q2 2023.
Vigilant Capital Management bought 1,350 Schwab International Equity ETF shares in Q2 2023, an estimated $24K.
Schwab International Equity ETF made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #211 holding.
Vigilant Capital Management first reported a position in Schwab International Equity ETF in Q3 2014 and has held it in 32 quarters since.
Vigilant Capital Management's Schwab International Equity ETF position peaked at $325K in Q4 2015.
1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.