First Allied Advisory Services’s Schwab International Equity ETF SCHF Stock Holding History

First Allied Advisory Services’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	$979K	Sell	62,356 -5,304	-8%	-$83.3K	0.03%	482
2020 Q2	$1.01M	Sell	67,660 -44,692	-40%	-$628K	0.04%	438
2020 Q1	$1.45M	Sell	112,352 -127,508	-53%	-$1.96M	0.06%	311
2019 Q4	$4.03M	Sell	239,860 -11,570	-5%	-$190K	0.14%	174
2019 Q3	$4M	Buy	251,430 +59,242	+31%	+$932K	0.14%	169
2019 Q2	$3.08M	Sell	192,188 -346,592	-64%	-$5.48M	0.11%	218
2019 Q1	$8.43M	Buy	538,780 +11,210	+2%	+$171K	0.29%	76
2018 Q4	$7.48M	Buy	527,570 +171,712	+48%	+$2.63M	0.3%	74
2018 Q3	$5.96M	Buy	355,858 +32,462	+10%	+$540K	0.2%	124
2018 Q2	$5.34M	Buy	323,396 +2,404	+0.7%	+$40.8K	0.2%	132
2018 Q1	$5.41M	Buy	320,992 +9,970	+3%	+$172K	0.21%	127
2017 Q4	$5.3M	Buy	311,022 +20,644	+7%	+$351K	0.21%	119
2017 Q3	$4.86M	Sell	290,378 -12,710	-4%	-$207K	0.21%	124
2017 Q2	$4.81M	Buy	303,088 +70,072	+30%	+$1.09M	0.21%	116
2017 Q1	$3.53M	Sell	233,016 -25,466	-10%	-$370K	0.18%	130
2016 Q4	$3.58M	Buy	258,482 +81,844	+46%	+$1.15M	0.18%	138
2016 Q3	$2.54M	Buy	176,638 +26,542	+18%	+$374K	0.14%	178
2016 Q2	$2.04M	Buy	150,096 +79,466	+113%	+$1.09M	0.11%	209
2016 Q1	$957K	Buy	70,630 +37,832	+115%	+$491K	0.05%	353
2015 Q4	$451K	Buy	+32,798	New	+$470K	0.02%	616
2015 Q3	–	Sell	-56,060	Closed	-$859K	–	1134
2015 Q2	$859K	Buy	56,060 +18,800	+50%	+$295K	0.04%	436
2015 Q1	$568K	Buy	37,260 +13,450	+56%	+$200K	0.04%	533
2014 Q4	$343K	Buy	23,810 +2,236	+10%	+$33.7K	0.03%	681
2014 Q3	$335K	Sell	21,574 -340	-2%	-$5.5K	0.03%	676
2014 Q2	$364K	Sell	21,914 -726	-3%	-$11.7K	0.03%	638
2014 Q1	$358K	Buy	+22,640	New	+$350K	0.03%	644

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

First Allied Advisory Services's SCHF Position: Q3 2020 in Review

First Allied Advisory Services reduced its Schwab International Equity ETF (SCHF) stake by 7.8% in Q3 2020, selling an estimated $83.3K and leaving 62,356 shares worth $979K. The position accounts for 0.03% of the portfolio, ranked #482.

First Allied Advisory Services first reported a position in SCHF in Q1 2014 and has held it in 26 quarters since. The position peaked at $8.43M in Q1 2019. 721 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

First Allied Advisory Services held 62,356 shares of Schwab International Equity ETF worth $979K as of Q3 2020.
First Allied Advisory Services sold 5,304 Schwab International Equity ETF shares in Q3 2020, an estimated $83.3K.
Schwab International Equity ETF made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #482 holding.
First Allied Advisory Services first reported a position in Schwab International Equity ETF in Q1 2014 and has held it in 26 quarters since.
First Allied Advisory Services's Schwab International Equity ETF position peaked at $8.43M in Q1 2019.
721 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.