Bay Harbor Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Bay Harbor Wealth 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	-82	Closed	-$1K	–	383
2020 Q4	$1K	Hold	82	–	–	﹤0.01%	397
2020 Q3	$1K	Hold	82	–	–	﹤0.01%	358
2020 Q2	$1K	Buy	+82	New	+$1.15K	﹤0.01%	325
2019 Q4	–	Sell	-886	Closed	-$14K	–	373
2019 Q3	$14K	Buy	+886	New	+$13.9K	0.01%	224

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

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

Bay Harbor Wealth Management's SCHF Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2021, closing a stake of 82 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in SCHF in Q3 2019 and held it in 4 quarters. The position peaked at $14K in Q3 2019. 814 funds tracked by Wall St. Rank hold SCHF as of Q1 2021.

Bay Harbor Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2021 after selling out during the quarter.
Bay Harbor Wealth Management sold 82 Schwab International Equity ETF shares in Q1 2021, an estimated $1K.
Bay Harbor Wealth Management first reported a position in Schwab International Equity ETF in Q3 2019 and held it in 4 quarters.
Bay Harbor Wealth Management's Schwab International Equity ETF position peaked at $14K in Q3 2019.
814 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.