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Ascension Asset Management’s Schwab International Equity ETF SCHF Stock Holding History

Ascension Asset 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
2021
Q1 		– Sell
-240,964
Closed -$4.34M – 99
2020
Q4 		$4.34M Buy
+240,964
New +$4.06M 3.03% 14

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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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ascension Asset Management's SCHF Position: Q1 2021 in Review

Ascension Asset Management sold out of Schwab International Equity ETF (SCHF) in Q1 2021, closing a stake of 240,964 shares — an estimated $4.34M sold.

Ascension Asset Management first reported a position in SCHF in Q4 2020 and held it in 1 quarter. The position peaked at $4.34M in Q4 2020. 814 funds tracked by Wall St. Rank hold SCHF as of Q1 2021.

  • Ascension Asset Management reported no remaining Schwab International Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Ascension Asset Management sold 240,964 Schwab International Equity ETF shares in Q1 2021, an estimated $4.34M.
  • Ascension Asset Management first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 1 quarter.
  • Ascension Asset Management's Schwab International Equity ETF position peaked at $4.34M in Q4 2020.
  • 814 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2021.

Based on Ascension Asset Management's 13F filing for Q1 2021, filed 4 May 2021.