Wipfli Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Wipfli Financial 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	-28,024	Closed	-$515K	–	98
2022 Q1	$515K	Hold	28,024	–	–	0.05%	58
2021 Q4	$545K	Hold	28,024	–	–	0.06%	32
2021 Q3	$542K	Hold	28,024	–	–	0.07%	29
2021 Q2	$553K	Hold	28,024	–	–	0.08%	27
2021 Q1	$527K	Hold	28,024	–	–	0.29%	20
2020 Q4	$505K	Buy	+28,024	New	+$473K	0.3%	21

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

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

Wipfli Financial Advisors's SCHF Position: Q2 2022 in Review

Wipfli Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2022, closing a stake of 28,024 shares — an estimated $515K sold.

Wipfli Financial Advisors first reported a position in SCHF in Q4 2020 and held it in 6 quarters. The position peaked at $553K in Q2 2021. 943 funds tracked by Wall St. Rank hold SCHF as of Q2 2022.

Wipfli Financial Advisors reported no remaining Schwab International Equity ETF position as of Q2 2022 after selling out during the quarter.
Wipfli Financial Advisors sold 28,024 Schwab International Equity ETF shares in Q2 2022, an estimated $515K.
Wipfli Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 6 quarters.
Wipfli Financial Advisors's Schwab International Equity ETF position peaked at $553K in Q2 2021.
943 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2022.

Based on Wipfli Financial Advisors's 13F filing for Q2 2022, filed 7 Jul 2022.