AG
SCHF icon

Advisor Group’s Schwab International Equity ETF SCHF Stock Holding History

Advisor Group’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
2019
Q4 		$7.13M Buy
423,894
+21,748
+5% +$358K 0.05% 313
2019
Q3 		$6.41M Sell
402,146
-9,816
-2% -$154K 0.05% 334
2019
Q2 		$6.61M Sell
411,962
-15,534
-4% -$246K 0.05% 311
2019
Q1 		$6.69M Buy
427,496
+64,776
+18% +$988K 0.06% 303
2018
Q4 		$5.14M Buy
362,720
+55,206
+18% +$845K 0.05% 306
2018
Q3 		$5.16M Buy
307,514
+53,182
+21% +$885K 0.05% 313
2018
Q2 		$4.2M Sell
254,332
-9,880
-4% -$168K 0.06% 293
2018
Q1 		$4.45M Buy
264,212
+25,472
+11% +$439K 0.06% 279
2017
Q4 		$4.07M Buy
238,740
+31,628
+15% +$538K 0.05% 315
2017
Q3 		$3.47M Buy
207,112
+15,876
+8% +$259K 0.05% 329
2017
Q2 		$3.04M Buy
191,236
+21,602
+13% +$335K 0.05% 346
2017
Q1 		$2.53M Buy
169,634
+6,588
+4% +$95.7K 0.05% 380
2016
Q4 		$2.26M Buy
163,046
+15,018
+10% +$211K 0.05% 393
2016
Q3 		$2.13M Buy
148,028
+67,402
+84% +$951K 0.05% 383
2016
Q2 		$1.09M Buy
+80,626
New +$1.1M 0.03% 585

Other funds holding SCHF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Advisor Group's SCHF Position: Q4 2019 in Review

Advisor Group increased its Schwab International Equity ETF (SCHF) stake by 5.4% in Q4 2019, buying an estimated $358K and bringing the position to 423,894 shares worth $7.13M. The position accounts for 0.05% of the portfolio, ranked #313.

Advisor Group first reported a position in SCHF in Q2 2016 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold SCHF as of Q4 2019.

  • Advisor Group held 423,894 shares of Schwab International Equity ETF worth $7.13M as of Q4 2019.
  • Advisor Group bought 21,748 Schwab International Equity ETF shares in Q4 2019, an estimated $358K.
  • Schwab International Equity ETF made up 0.05% of Advisor Group's portfolio in Q4 2019, its #313 holding.
  • Advisor Group first reported a position in Schwab International Equity ETF in Q2 2016 and has held it in 15 quarters since.
  • 766 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.