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Financial Advantage’s Schwab International Equity ETF SCHF Stock Holding History

Financial Advantage’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
-858
Closed -$12K – 145
2020
Q2 		$12K Buy
+858
New +$12.1K 0.01% 114
2019
Q4 		– Sell
-5,666
Closed -$90K – 135
2019
Q3 		$90K Buy
+5,666
New +$89.1K 0.06% 50

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
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
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

Financial Advantage's SCHF Position: Q3 2020 in Review

Financial Advantage sold out of Schwab International Equity ETF (SCHF) in Q3 2020, closing a stake of 858 shares — an estimated $12K sold.

Financial Advantage first reported a position in SCHF in Q3 2019 and held it in 2 quarters. The position peaked at $90K in Q3 2019. 720 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

  • Financial Advantage reported no remaining Schwab International Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Advantage sold 858 Schwab International Equity ETF shares in Q3 2020, an estimated $12K.
  • Financial Advantage first reported a position in Schwab International Equity ETF in Q3 2019 and held it in 2 quarters.
  • Financial Advantage's Schwab International Equity ETF position peaked at $90K in Q3 2019.
  • 720 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Financial Advantage's 13F filing for Q3 2020, filed 27 Oct 2020.