Atlas Private Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Atlas Private Wealth Advisors’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	–	Sell	-342	Closed	-$7K	–	593
2021 Q3	$7K	Sell	342 -26	-7%	-$517	﹤0.01%	522
2021 Q2	$7K	Sell	368 -754	-67%	-$14.9K	﹤0.01%	528
2021 Q1	$21K	Buy	+1,122	New	+$20.9K	0.01%	372

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

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 $374B AUM 17.66% 1-Year Est. Return

Atlas Private Wealth Advisors's SCHF Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q4 2021, closing a stake of 342 shares — an estimated $7K sold.

Atlas Private Wealth Advisors first reported a position in SCHF in Q1 2021 and held it in 3 quarters. The position peaked at $21K in Q1 2021. 954 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 342 Schwab International Equity ETF shares in Q4 2021, an estimated $7K.
Atlas Private Wealth Advisors first reported a position in Schwab International Equity ETF in Q1 2021 and held it in 3 quarters.
Atlas Private Wealth Advisors's Schwab International Equity ETF position peaked at $21K in Q1 2021.
954 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.