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FormulaFolio Investments’s Schwab International Equity ETF SCHF Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-74,550
Closed -$1.34M – 742
2020
Q4 		$1.34M Sell
74,550
-3,024
-4% -$51K 0.03% 292
2020
Q3 		$1.22M Buy
77,574
+18,568
+31% +$292K 0.05% 133
2020
Q2 		$878K Buy
59,006
+3,380
+6% +$47.5K 0.04% 147
2020
Q1 		$719K Sell
55,626
-135,112
-71% -$2.08M 0.04% 145
2019
Q4 		$3.21M Sell
190,738
-6,560
-3% -$108K 0.11% 94
2019
Q3 		$3.14M Sell
197,298
-26,482
-12% -$417K 0.12% 88
2019
Q2 		$3.59M Sell
223,780
-36,354
-14% -$575K 0.15% 72
2019
Q1 		$4.07M Sell
260,134
-507,288
-66% -$7.73M 0.18% 65
2018
Q4 		$12.9M Hold
767,422
– – 0.57% 27
2018
Q3 		$12.9M Buy
767,422
+55,340
+8% +$921K 0.57% 27
2018
Q2 		$11.8M Buy
712,082
+198,232
+39% +$3.37M 0.56% 28
2018
Q1 		$8.66M Buy
513,850
+57,278
+13% +$987K 0.51% 29
2017
Q4 		$7.78M Buy
456,572
+19,574
+4% +$333K 0.51% 28
2017
Q3 		$7.31M Buy
436,998
+72,108
+20% +$1.18M 0.56% 23
2017
Q2 		$5.8M Buy
364,890
+49,722
+16% +$772K 0.52% 23
2017
Q1 		$4.71M Buy
+315,168
New +$4.58M 0.52% 18
2015
Q3 		– Sell
-15,990
Closed -$244K – 119
2015
Q2 		$244K Buy
+15,990
New +$251K 0.07% 96

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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

FormulaFolio Investments's SCHF Position: Q1 2021 in Review

FormulaFolio Investments sold out of Schwab International Equity ETF (SCHF) in Q1 2021, closing a stake of 74,550 shares — an estimated $1.34M sold.

FormulaFolio Investments first reported a position in SCHF in Q2 2015 and held it in 17 quarters. The position peaked at $12.9M in Q4 2018. 814 funds tracked by Wall St. Rank hold SCHF as of Q1 2021.

  • FormulaFolio Investments reported no remaining Schwab International Equity ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 74,550 Schwab International Equity ETF shares in Q1 2021, an estimated $1.34M.
  • FormulaFolio Investments first reported a position in Schwab International Equity ETF in Q2 2015 and held it in 17 quarters.
  • FormulaFolio Investments's Schwab International Equity ETF position peaked at $12.9M in Q4 2018.
  • 814 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.