Adams Chetwood Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Adams Chetwood Wealth 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
2022 Q1	$12.1M	Buy	658,256 +5,188	+0.8%	+$96.4K	6.85%	3
2021 Q4	$12.7M	Buy	653,068 +12,780	+2%	+$251K	8.62%	2
2021 Q3	$12.4M	Sell	640,288 -29,024	-4%	-$577K	8.97%	2
2021 Q2	$13.2M	Sell	669,312 -15,848	-2%	-$313K	9.31%	2
2021 Q1	$12.9M	Sell	685,160 -9,480	-1%	-$177K	9.82%	2
2020 Q4	$12.5M	Buy	694,640 +31,650	+5%	+$534K	10.37%	2
2020 Q3	$10.4M	Buy	662,990 +10,760	+2%	+$169K	10.02%	2
2020 Q2	$9.7M	Buy	652,230 +3,046	+0.5%	+$42.8K	9.86%	2
2020 Q1	$8.95M	Buy	649,184 +28,084	+5%	+$432K	10.47%	2
2019 Q4	$10.4M	Buy	+621,100	New	+$10.2M	10.68%	2

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

PCA

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

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

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

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Adams Chetwood Wealth Management's SCHF Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 0.79% in Q1 2022, buying an estimated $96.4K and bringing the position to 658,256 shares worth $12.1M. The position accounts for 6.85% of the portfolio, ranked #3.

Adams Chetwood Wealth Management first reported a position in SCHF in Q4 2019 and has held it in 10 quarters since. The position peaked at $13.2M in Q2 2021. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

Adams Chetwood Wealth Management held 658,256 shares of Schwab International Equity ETF worth $12.1M as of Q1 2022.
Adams Chetwood Wealth Management bought 5,188 Schwab International Equity ETF shares in Q1 2022, an estimated $96.4K.
Schwab International Equity ETF made up 6.85% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #3 holding.
Adams Chetwood Wealth Management first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's Schwab International Equity ETF position peaked at $13.2M in Q2 2021.
957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.