Boston Financial Management’s Schwab International Equity ETF SCHF Stock Holding History

Boston Financial 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
2020 Q3	–	Sell	-13,008	Closed	-$193K	–	264
2020 Q2	$193K	Sell	13,008 -1,402	-10%	-$19.7K	0.01%	233
2020 Q1	$186K	Sell	14,410 -2,998	-17%	-$46.1K	0.01%	233
2019 Q4	$293K	Buy	+17,408	New	+$286K	0.02%	211

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

Boston Financial Management's SCHF Position: Q3 2020 in Review

Boston Financial Management sold out of Schwab International Equity ETF (SCHF) in Q3 2020, closing a stake of 13,008 shares — an estimated $193K sold.

Boston Financial Management first reported a position in SCHF in Q4 2019 and held it in 3 quarters. The position peaked at $293K in Q4 2019. 720 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

Boston Financial Management reported no remaining Schwab International Equity ETF position as of Q3 2020 after selling out during the quarter.
Boston Financial Management sold 13,008 Schwab International Equity ETF shares in Q3 2020, an estimated $193K.
Boston Financial Management first reported a position in Schwab International Equity ETF in Q4 2019 and held it in 3 quarters.
Boston Financial Management's Schwab International Equity ETF position peaked at $293K in Q4 2019.
720 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Boston Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.