Acima Private Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Acima Private Wealth’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 Q3	–	Sell	-60	Closed	-$944	–	234
2022 Q2	$944	Sell	60 -106	-64%	-$1.8K	﹤0.01%	231
2022 Q1	$3K	Sell	166 -350	-68%	-$6.5K	﹤0.01%	227
2021 Q4	$10K	Hold	516	–	–	﹤0.01%	214
2021 Q3	$10K	Hold	516	–	–	﹤0.01%	207
2021 Q2	$10K	Hold	516	–	–	﹤0.01%	204
2021 Q1	$10K	Hold	516	–	–	﹤0.01%	202
2020 Q4	$9K	Buy	+516	New	+$8.7K	﹤0.01%	205

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 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

Acima Private Wealth's SCHF Position: Q3 2022 in Review

Acima Private Wealth sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 60 shares — an estimated $944 sold.

Acima Private Wealth first reported a position in SCHF in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Acima Private Wealth reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Acima Private Wealth sold 60 Schwab International Equity ETF shares in Q3 2022, an estimated $944.
Acima Private Wealth first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 7 quarters.
Acima Private Wealth's Schwab International Equity ETF position peaked at $10K in Q4 2021.
903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Acima Private Wealth's 13F filing for Q3 2022, filed 29 Feb 2024.