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Beacon Wealthcare Inc’s Schwab International Equity ETF SCHF Stock Holding History

Beacon Wealthcare Inc’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
Q4 		$2.46M Sell
136,538
-12,742
-9% -$215K 1.43% 7
2020
Q3 		$2.34M Sell
149,280
-2,362
-2% -$37.1K 1.46% 7
2020
Q2 		$2.26M Buy
151,642
+26,374
+21% +$371K 1.42% 7
2020
Q1 		$1.62M Buy
125,268
+45,314
+57% +$697K 1.15% 7
2019
Q4 		$1.35M Sell
79,954
-1,150
-1% -$18.9K 0.93% 8
2019
Q3 		$1.29M Sell
81,104
-752
-0.9% -$11.8K 0.93% 8
2019
Q2 		$1.31M Sell
81,856
-992
-1% -$15.7K 1% 8
2019
Q1 		$1.3M Sell
82,848
-24,974
-23% -$381K 1.05% 8
2018
Q4 		$1.53M Buy
107,822
+35,818
+50% +$548K 1.01% 6
2018
Q3 		$1.21M Buy
72,004
+1,492
+2% +$24.8K 1.09% 6
2018
Q2 		$1.17M Buy
70,512
+1,656
+2% +$28.1K 1.13% 6
2018
Q1 		$1.16M Sell
68,856
-2,342
-3% -$40.3K 1.2% 6
2017
Q4 		$1.21M Buy
+71,198
New +$1.21M 1.27% 5

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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
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

Beacon Wealthcare Inc's SCHF Position: Q4 2020 in Review

Beacon Wealthcare Inc reduced its Schwab International Equity ETF (SCHF) stake by 8.5% in Q4 2020, selling an estimated $215K and leaving 136,538 shares worth $2.46M. The position accounts for 1.43% of the portfolio, ranked #7.

Beacon Wealthcare Inc first reported a position in SCHF in Q4 2017 and has held it in 13 quarters since. 792 funds tracked by Wall St. Rank hold SCHF as of Q4 2020.

  • Beacon Wealthcare Inc held 136,538 shares of Schwab International Equity ETF worth $2.46M as of Q4 2020.
  • Beacon Wealthcare Inc sold 12,742 Schwab International Equity ETF shares in Q4 2020, an estimated $215K.
  • Schwab International Equity ETF made up 1.43% of Beacon Wealthcare Inc's portfolio in Q4 2020, its #7 holding.
  • Beacon Wealthcare Inc first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 13 quarters since.
  • 792 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2020.

Based on Beacon Wealthcare Inc's 13F filing for Q4 2020, filed 10 Feb 2021.