D'Orazio & Associates’s Schwab International Equity ETF SCHF Stock Holding History

D'Orazio & Associates’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 Q4	–	Sell	-1,616	Closed	-$31K	–	590
2021 Q3	$31K	Buy	1,616 +1,612	+40,300%	+$32.1K	0.01%	280
2021 Q2	$0	Sell	4 -62	-94%	-$1.23K	﹤0.01%	419
2021 Q1	$1K	Buy	66 +60	+1,000%	+$1.12K	﹤0.01%	366
2020 Q4	$0	Hold	6	–	–	﹤0.01%	371
2020 Q3	$0	Hold	6	–	–	﹤0.01%	352
2020 Q2	$0	Buy	6 +2	+50%	+$28	﹤0.01%	359
2020 Q1	$0	Hold	4	–	–	﹤0.01%	356
2019 Q4	$0	Hold	4	–	–	﹤0.01%	357
2019 Q3	$0	Hold	4	–	–	﹤0.01%	376
2019 Q2	$0	Hold	4	–	–	﹤0.01%	361
2019 Q1	$0	Hold	4	–	–	﹤0.01%	359
2018 Q4	$0	Buy	4 +2	+100%	+$31	﹤0.01%	309
2018 Q3	$0	Hold	2	–	–	﹤0.01%	292
2018 Q2	$0	Hold	2	–	–	﹤0.01%	289
2018 Q1	$0	Hold	2	–	–	﹤0.01%	334
2017 Q4	$0	Sell	2 -1,194	-100%	-$20.3K	﹤0.01%	344
2017 Q3	$20K	Buy	1,196 +1,084	+968%	+$17.7K	0.01%	160
2017 Q2	$2K	Sell	112 -1,084	-91%	-$16.8K	﹤0.01%	304
2017 Q1	$18K	Hold	1,196	–	–	0.01%	181
2016 Q4	$17K	Buy	+1,196	New	+$16.8K	0.01%	174
2016 Q3	–	Sell	-1,194	Closed	–	–	300
2016 Q2	$0	Buy	+1,194	New	+$16.3K	﹤0.01%	319
2016 Q1	–	Sell	-1,194	Closed	-$16K	–	315
2015 Q4	$16K	Buy	+1,194	New	+$17.1K	0.01%	170

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D'Orazio & Associates's SCHF Position: Q4 2021 in Review

D'Orazio & Associates sold out of Schwab International Equity ETF (SCHF) in Q4 2021, closing a stake of 1,616 shares — an estimated $31K sold.

D'Orazio & Associates first reported a position in SCHF in Q4 2015 and held it in 22 quarters. The position peaked at $31K in Q3 2021. 954 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

D'Orazio & Associates reported no remaining Schwab International Equity ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 1,616 Schwab International Equity ETF shares in Q4 2021, an estimated $31K.
D'Orazio & Associates first reported a position in Schwab International Equity ETF in Q4 2015 and held it in 22 quarters.
D'Orazio & Associates's Schwab International Equity ETF position peaked at $31K in Q3 2021.
954 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.