AdvicePeriod’s Schwab International Equity ETF SCHF Stock Holding History

AdvicePeriod’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
2020 Q2	–	Sell	-2,308,308	Closed	-$29.8M	–	83
2020 Q1	$29.8M	Buy	2,308,308 +233,550	+11%	+$3.59M	3.11%	8
2019 Q4	$34.9M	Buy	2,074,758 +3,420	+0.2%	+$56.3K	3.05%	9
2019 Q3	$33M	Buy	2,071,338 +226,614	+12%	+$3.56M	3.05%	8
2019 Q2	$29.6M	Buy	1,844,724 +29,810	+2%	+$472K	2.77%	10
2019 Q1	$28.4M	Buy	1,814,914 +268,772	+17%	+$4.1M	2.72%	11
2018 Q4	$21.9M	Buy	1,546,142 +354,532	+30%	+$5.43M	2.48%	13
2018 Q3	$20M	Buy	1,191,610 +1,048,484	+733%	+$17.4M	2.18%	11
2018 Q2	$2.37M	Buy	143,126 +22,228	+18%	+$378K	0.38%	34
2018 Q1	$2.04M	Buy	120,898 +6,584	+6%	+$113K	0.35%	35
2017 Q4	$1.95M	Buy	+114,314	New	+$1.94M	0.37%	34

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AdvicePeriod's SCHF Position: Q2 2020 in Review

AdvicePeriod sold out of Schwab International Equity ETF (SCHF) in Q2 2020, closing a stake of 2,308,308 shares — an estimated $29.8M sold.

AdvicePeriod first reported a position in SCHF in Q4 2017 and held it in 10 quarters. The position peaked at $34.9M in Q4 2019. 716 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

AdvicePeriod reported no remaining Schwab International Equity ETF position as of Q2 2020 after selling out during the quarter.
AdvicePeriod sold 2,308,308 Schwab International Equity ETF shares in Q2 2020, an estimated $29.8M.
AdvicePeriod first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 10 quarters.
AdvicePeriod's Schwab International Equity ETF position peaked at $34.9M in Q4 2019.
716 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on AdvicePeriod's 13F filing for Q2 2020, filed 5 Aug 2020.