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Berry Group’s Schwab International Equity ETF SCHF Stock Holding History

Berry Group’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 		$3.04M Hold
168,726
– – 1.37% 23
2020
Q3 		$2.65M Buy
168,726
+11,666
+7% +$183K 1.42% 22
2020
Q2 		$2.34M Sell
157,060
-1,920
-1% -$27K 1.45% 22
2020
Q1 		$2.05M Hold
158,980
– – 1.55% 22
2019
Q4 		$2.67M Buy
+158,980
New +$2.62M 1.44% 22

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

Berry Group's SCHF Position: Q4 2020 in Review

Berry Group held its Schwab International Equity ETF (SCHF) position steady in Q4 2020 at 168,726 shares worth $3.04M. The position accounts for 1.37% of the portfolio, ranked #23.

Berry Group first reported a position in SCHF in Q4 2019 and has held it in 5 quarters since. 792 funds tracked by Wall St. Rank hold SCHF as of Q4 2020.

  • Berry Group held 168,726 shares of Schwab International Equity ETF worth $3.04M as of Q4 2020.
  • Berry Group left its Schwab International Equity ETF share count unchanged in Q4 2020.
  • Schwab International Equity ETF made up 1.37% of Berry Group's portfolio in Q4 2020, its #23 holding.
  • Berry Group first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 5 quarters since.
  • 792 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.