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Wealthstream Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Wealthstream Advisors’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
Q2 		– Sell
-11,382
Closed -$209K – 76
2022
Q1 		$209K Buy
11,382
+10
+0.1% +$186 0.18% 66
2021
Q4 		$221K Buy
+11,372
New +$223K 0.19% 61

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CSIA
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PCA
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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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealthstream Advisors's SCHF Position: Q2 2022 in Review

Wealthstream Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 11,382 shares — an estimated $209K sold.

Wealthstream Advisors first reported a position in SCHF in Q4 2021 and held it in 2 quarters. The position peaked at $221K in Q4 2021. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

  • Wealthstream Advisors reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Wealthstream Advisors sold 11,382 Schwab International Equity ETF shares in Q2 2022, an estimated $209K.
  • Wealthstream Advisors first reported a position in Schwab International Equity ETF in Q4 2021 and held it in 2 quarters.
  • Wealthstream Advisors's Schwab International Equity ETF position peaked at $221K in Q4 2021.
  • 943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Wealthstream Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.