Berman Capital Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Berman Capital 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 Q3	$61K	Hold	3,198	–	–	0.01%	597
2021 Q2	$63K	Sell	3,198 -78	-2%	-$1.54K	0.01%	501
2021 Q1	$61K	Buy	3,276 +98	+3%	+$1.83K	0.01%	415
2020 Q4	$57K	Sell	3,178 -1,090	-26%	-$18.4K	0.01%	378
2020 Q3	$67K	Buy	4,268 +26	+0.6%	+$408	0.02%	282
2020 Q2	$63K	Buy	4,242 +8	+0.2%	+$112	0.02%	290
2020 Q1	$54K	Hold	4,234	–	–	0.02%	283
2019 Q4	$71K	Buy	4,234 +90	+2%	+$1.48K	0.02%	265
2019 Q3	$66K	Sell	4,144 -1,306	-24%	-$20.5K	0.02%	267
2019 Q2	$87K	Hold	5,450	–	–	0.03%	224
2019 Q1	$85K	Hold	5,450	–	–	0.03%	214
2018 Q4	$77K	Buy	+5,450	New	+$83.4K	0.03%	209

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Berman Capital Advisors's SCHF Position: Q3 2021 in Review

Berman Capital Advisors held its Schwab International Equity ETF (SCHF) position steady in Q3 2021 at 3,198 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #597.

Berman Capital Advisors first reported a position in SCHF in Q4 2018 and has held it in 12 quarters since. The position peaked at $87K in Q2 2019. 864 funds tracked by Wall St. Rank hold SCHF as of Q3 2021.

Berman Capital Advisors held 3,198 shares of Schwab International Equity ETF worth $61K as of Q3 2021.
Berman Capital Advisors left its Schwab International Equity ETF share count unchanged in Q3 2021.
Schwab International Equity ETF made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #597 holding.
Berman Capital Advisors first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Schwab International Equity ETF position peaked at $87K in Q2 2019.
864 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.