Asset Planning Services (Pennsylvania)’s Schwab International Equity ETF SCHF Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	$353K	Buy	18,156 +396	+2%	+$7.78K	0.16%	61
2021 Q3	$344K	Hold	17,760	–	–	0.17%	62
2021 Q2	$350K	Buy	17,760 +150	+0.9%	+$2.96K	0.17%	62
2021 Q1	$331K	Hold	17,610	–	–	0.15%	66
2020 Q4	$317K	Buy	17,610 +250	+1%	+$4.22K	0.15%	63
2020 Q3	$273K	Hold	17,360	–	–	0.12%	69
2020 Q2	$258K	Buy	17,360 +138	+0.8%	+$1.94K	0.11%	69
2020 Q1	$223K	Hold	17,222	–	–	0.11%	68
2019 Q4	$289K	Buy	17,222 +368	+2%	+$6.06K	0.12%	67
2019 Q3	$268K	Buy	16,854 +134	+0.8%	+$2.11K	0.12%	68
2019 Q2	$268K	Hold	16,720	–	–	0.12%	67
2019 Q1	$262K	Hold	16,720	–	–	0.12%	65
2018 Q4	$237K	Buy	+16,720	New	+$256K	0.12%	63
2017 Q3	–	Sell	-518	Closed	-$8K	–	310
2017 Q2	$8K	Buy	+518	New	+$8.04K	0.01%	239

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 $52B AUM 24.53% 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

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

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

Asset Planning Services (Pennsylvania)'s SCHF Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its Schwab International Equity ETF (SCHF) stake by 2.2% in Q4 2021, buying an estimated $7.78K and bringing the position to 18,156 shares worth $353K. The position accounts for 0.16% of the portfolio, ranked #61.

Asset Planning Services (Pennsylvania) first reported a position in SCHF in Q2 2017 and has held it in 14 quarters since. 955 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

Asset Planning Services (Pennsylvania) held 18,156 shares of Schwab International Equity ETF worth $353K as of Q4 2021.
Asset Planning Services (Pennsylvania) bought 396 Schwab International Equity ETF shares in Q4 2021, an estimated $7.78K.
Schwab International Equity ETF made up 0.16% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #61 holding.
Asset Planning Services (Pennsylvania) first reported a position in Schwab International Equity ETF in Q2 2017 and has held it in 14 quarters since.
955 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.