Covenant Multifamily Offices’s Schwab International Equity ETF SCHF Stock Holding History

Covenant Multifamily Offices’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	$1.43M	Sell	73,812 -1,410	-2%	-$28K	0.26%	68
2021 Q2	$1.48M	Buy	75,222 +1,738	+2%	+$34.4K	0.27%	66
2021 Q1	$1.38M	Sell	73,484 -3,544	-5%	-$66.1K	0.28%	65
2020 Q4	$1.39M	Sell	77,028 -9,834	-11%	-$166K	0.25%	56
2020 Q3	$1.36M	Sell	86,862 -36,294	-29%	-$570K	0.27%	53
2020 Q2	$1.83M	Sell	123,156 -22,994	-16%	-$323K	0.36%	42
2020 Q1	$1.89M	Sell	146,150 -191,718	-57%	-$2.95M	0.48%	27
2019 Q4	$5.68M	Buy	337,868 +1,600	+0.5%	+$26.3K	0.97%	12
2019 Q3	$5.36M	Buy	336,268 +40,586	+14%	+$638K	1.15%	9
2019 Q2	$4.74M	Buy	+295,682	New	+$4.68M	1.04%	11

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

Covenant Multifamily Offices's SCHF Position: Q3 2021 in Review

Covenant Multifamily Offices reduced its Schwab International Equity ETF (SCHF) stake by 1.9% in Q3 2021, selling an estimated $28K and leaving 73,812 shares worth $1.43M. The position accounts for 0.26% of the portfolio, ranked #68.

Covenant Multifamily Offices first reported a position in SCHF in Q2 2019 and has held it in 10 quarters since. The position peaked at $5.68M in Q4 2019. 864 funds tracked by Wall St. Rank hold SCHF as of Q3 2021.

Covenant Multifamily Offices held 73,812 shares of Schwab International Equity ETF worth $1.43M as of Q3 2021.
Covenant Multifamily Offices sold 1,410 Schwab International Equity ETF shares in Q3 2021, an estimated $28K.
Schwab International Equity ETF made up 0.26% of Covenant Multifamily Offices's portfolio in Q3 2021, its #68 holding.
Covenant Multifamily Offices first reported a position in Schwab International Equity ETF in Q2 2019 and has held it in 10 quarters since.
Covenant Multifamily Offices's Schwab International Equity ETF position peaked at $5.68M in Q4 2019.
864 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.