Advisory Services & Investments’s Schwab International Equity ETF SCHF Stock Holding History

Advisory Services & Investments’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	–	Sell	-10,478	Closed	-$204K	–	41
2021 Q4	$204K	Buy	+10,478	New	+$206K	0.13%	36
2021 Q3	–	Sell	-11,082	Closed	-$219K	–	35
2021 Q2	$219K	Buy	11,082 +36	+0.3%	+$712	0.16%	23
2021 Q1	$208K	Buy	+11,046	New	+$206K	0.17%	22

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Advisory Services & Investments's SCHF Position: Q1 2022 in Review

Advisory Services & Investments sold out of Schwab International Equity ETF (SCHF) in Q1 2022, closing a stake of 10,478 shares — an estimated $204K sold.

Advisory Services & Investments first reported a position in SCHF in Q1 2021 and held it in 3 quarters. The position peaked at $219K in Q2 2021. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

Advisory Services & Investments reported no remaining Schwab International Equity ETF position as of Q1 2022 after selling out during the quarter.
Advisory Services & Investments sold 10,478 Schwab International Equity ETF shares in Q1 2022, an estimated $204K.
Advisory Services & Investments first reported a position in Schwab International Equity ETF in Q1 2021 and held it in 3 quarters.
Advisory Services & Investments's Schwab International Equity ETF position peaked at $219K in Q2 2021.
957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on Advisory Services & Investments's 13F filing for Q1 2022, filed 27 Apr 2022.