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Whitegate Investment Counselors’s Schwab International Equity ETF SCHF Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-161,888
Closed -$3.13M – 175
2021
Q3 		$3.13M Sell
161,888
-912
-0.6% -$18.1K 0.44% 61
2021
Q2 		$3.21M Sell
162,800
-500
-0.3% -$9.88K 0.45% 59
2021
Q1 		$3.07M Sell
163,300
-626
-0.4% -$11.7K 0.47% 60
2020
Q4 		$2.95M Sell
163,926
-1,422
-0.9% -$24K 0.48% 60
2020
Q3 		$2.6M Buy
165,348
+2,990
+2% +$47K 0.47% 59
2020
Q2 		$2.42M Sell
162,358
-8,686
-5% -$122K 0.48% 65
2020
Q1 		$2.21M Sell
171,044
-1,094
-0.6% -$16.8K 0.54% 65
2019
Q4 		$2.9M Sell
172,138
-60
-0% -$987 0.53% 66
2019
Q3 		$2.74M Sell
172,198
-2,452
-1% -$38.6K 0.54% 64
2019
Q2 		$2.8M Sell
174,650
-690
-0.4% -$10.9K 0.56% 65
2019
Q1 		$2.75M Buy
175,340
+1,204
+0.7% +$18.4K 0.57% 65
2018
Q4 		$2.47M Buy
174,136
+28,482
+20% +$436K 0.57% 64
2018
Q3 		$2.44M Sell
145,654
-716
-0.5% -$11.9K 0.5% 66
2018
Q2 		$2.42M Buy
146,370
+330
+0.2% +$5.61K 0.49% 68
2018
Q1 		$2.46M Buy
146,040
+2,436
+2% +$42K 0.52% 65
2017
Q4 		$2.45M Buy
143,604
+2,900
+2% +$49.3K 0.51% 69
2017
Q3 		$2.35M Buy
140,704
+18,590
+15% +$303K 0.52% 68
2017
Q2 		$1.94M Buy
122,114
+5,260
+5% +$81.7K 0.44% 75
2017
Q1 		$1.75M Buy
116,854
+11,920
+11% +$173K 0.42% 76
2016
Q4 		$1.45M Buy
104,934
+19,928
+23% +$279K 0.39% 75
2016
Q3 		$1.22M Buy
85,006
+3,828
+5% +$54K 0.33% 80
2016
Q2 		$1.1M Buy
+81,178
New +$1.11M 0.31% 82
2014
Q1 		$330K Buy
+24,326
New +$376K 0.09% 122

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Whitegate Investment Counselors's SCHF Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Schwab International Equity ETF (SCHF) in Q4 2021, closing a stake of 161,888 shares — an estimated $3.13M sold.

Whitegate Investment Counselors first reported a position in SCHF in Q1 2014 and held it in 23 quarters. The position peaked at $3.21M in Q2 2021. 954 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Schwab International Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 161,888 Schwab International Equity ETF shares in Q4 2021, an estimated $3.13M.
  • Whitegate Investment Counselors first reported a position in Schwab International Equity ETF in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's Schwab International Equity ETF position peaked at $3.21M in Q2 2021.
  • 954 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.