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Fortis Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Fortis Advisors’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 		– Sell
-4
Closed – – 188
2020
Q3 		$0 Hold
4
– – ﹤0.01% 178
2020
Q2 		$0 Sell
4
-2,032
-100% -$28.6K ﹤0.01% 299
2020
Q1 		$26K Sell
2,036
-6
-0.3% -$92 0.02% 217
2019
Q4 		$34K Sell
2,042
-12,188
-86% -$201K 0.02% 223
2019
Q3 		$227K Sell
14,230
-5,672
-28% -$89.2K 0.11% 109
2019
Q2 		$319K Buy
19,902
+7,580
+62% +$120K 0.15% 69
2019
Q1 		$193K Sell
12,322
-184
-1% -$2.81K 0.1% 123
2018
Q4 		$177K Sell
12,506
-304
-2% -$4.65K 0.11% 104
2018
Q3 		$215K Sell
12,810
-1,044
-8% -$17.4K 0.12% 72
2018
Q2 		$229K Buy
13,854
+4,786
+53% +$81.3K 0.13% 66
2018
Q1 		$153K Buy
9,068
+6,590
+266% +$114K 0.08% 84
2017
Q4 		$42K Buy
2,478
+1,406
+131% +$23.9K 0.03% 192
2017
Q3 		$18K Buy
+1,072
New +$17.5K 0.01% 205

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

Fortis Advisors's SCHF Position: Q4 2020 in Review

Fortis Advisors sold out of Schwab International Equity ETF (SCHF) in Q4 2020, closing a stake of 4 shares.

Fortis Advisors first reported a position in SCHF in Q3 2017 and held it in 13 quarters. The position peaked at $319K in Q2 2019. 792 funds tracked by Wall St. Rank hold SCHF as of Q4 2020.

  • Fortis Advisors reported no remaining Schwab International Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Fortis Advisors sold 4 Schwab International Equity ETF shares in Q4 2020.
  • Fortis Advisors first reported a position in Schwab International Equity ETF in Q3 2017 and held it in 13 quarters.
  • Fortis Advisors's Schwab International Equity ETF position peaked at $319K in Q2 2019.
  • 792 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2020.

Based on Fortis Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.