Atwood & Palmer’s Schwab International Equity ETF SCHF Stock Holding History

Atwood & Palmer’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
2020 Q3	–	Sell	-10,234	Closed	-$152K	–	342
2020 Q2	$152K	Hold	10,234	–	–	0.02%	137
2020 Q1	$132K	Hold	10,234	–	–	0.02%	136
2019 Q4	$172K	Hold	10,234	–	–	0.02%	131
2019 Q3	$163K	Buy	+10,234	New	+$161K	0.02%	138
2016 Q1	–	Sell	-5,006	Closed	-$69K	–	374
2015 Q4	$69K	Buy	5,006 +400	+9%	+$5.73K	0.01%	188
2015 Q3	$63K	Buy	+4,606	New	+$67.7K	0.01%	181

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

Atwood & Palmer's SCHF Position: Q3 2020 in Review

Atwood & Palmer sold out of Schwab International Equity ETF (SCHF) in Q3 2020, closing a stake of 10,234 shares — an estimated $152K sold.

Atwood & Palmer first reported a position in SCHF in Q3 2015 and held it in 6 quarters. The position peaked at $172K in Q4 2019. 720 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

Atwood & Palmer reported no remaining Schwab International Equity ETF position as of Q3 2020 after selling out during the quarter.
Atwood & Palmer sold 10,234 Schwab International Equity ETF shares in Q3 2020, an estimated $152K.
Atwood & Palmer first reported a position in Schwab International Equity ETF in Q3 2015 and held it in 6 quarters.
Atwood & Palmer's Schwab International Equity ETF position peaked at $172K in Q4 2019.
720 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Atwood & Palmer's 13F filing for Q3 2020, filed 28 Oct 2020.