CWH Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

CWH Capital 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 Q4	$389K	Buy	21,610 +926	+4%	+$15.6K	0.16%	83
2020 Q3	$325K	Sell	20,684 -986	-5%	-$15.5K	0.15%	55
2020 Q2	$322K	Sell	21,670 -1,184	-5%	-$16.6K	0.16%	42
2020 Q1	$295K	Sell	22,854 -321,800	-93%	-$4.95M	0.16%	40
2019 Q4	$5.79M	Buy	344,654 +15,580	+5%	+$256K	2.32%	18
2019 Q3	$5.24M	Sell	329,074 -383,852	-54%	-$6.04M	2.08%	20
2019 Q2	$11.4M	Sell	712,926 -26,302	-4%	-$416K	4.64%	7
2019 Q1	$11.6M	Sell	739,228 -130,388	-15%	-$1.99M	4.86%	6
2018 Q4	$12.3M	Sell	869,616 -399,670	-31%	-$6.12M	6.04%	4
2018 Q3	$21.3M	Sell	1,269,286 -64,758	-5%	-$1.08M	9.82%	1
2018 Q2	$22M	Sell	1,334,044 -23,210	-2%	-$394K	9.97%	3
2018 Q1	$22.9M	Buy	1,357,254 +7,634	+0.6%	+$131K	10.84%	2
2017 Q4	$23M	Buy	1,349,620 +41,810	+3%	+$711K	10.8%	2
2017 Q3	$21.9M	Buy	1,307,810 +50,290	+4%	+$820K	10.73%	3
2017 Q2	$20M	Buy	+1,257,520	New	+$19.5M	10.46%	2

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

CWH Capital Management's SCHF Position: Q4 2020 in Review

CWH Capital Management increased its Schwab International Equity ETF (SCHF) stake by 4.5% in Q4 2020, buying an estimated $15.6K and bringing the position to 21,610 shares worth $389K. The position accounts for 0.16% of the portfolio, ranked #83.

CWH Capital Management first reported a position in SCHF in Q2 2017 and has held it in 15 quarters since. The position peaked at $23M in Q4 2017. 793 funds tracked by Wall St. Rank hold SCHF as of Q4 2020.

CWH Capital Management held 21,610 shares of Schwab International Equity ETF worth $389K as of Q4 2020.
CWH Capital Management bought 926 Schwab International Equity ETF shares in Q4 2020, an estimated $15.6K.
Schwab International Equity ETF made up 0.16% of CWH Capital Management's portfolio in Q4 2020, its #83 holding.
CWH Capital Management first reported a position in Schwab International Equity ETF in Q2 2017 and has held it in 15 quarters since.
CWH Capital Management's Schwab International Equity ETF position peaked at $23M in Q4 2017.
793 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.