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

Goodman Financial’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	-53,144	Closed	-$791K	–	44
2020 Q2	$791K	Sell	53,144 -2,214	-4%	-$31.1K	0.4%	33
2020 Q1	$715K	Buy	55,358 +11,184	+25%	+$172K	0.44%	36
2019 Q4	$743K	Buy	44,174 +9,874	+29%	+$162K	0.33%	37
2019 Q3	$546K	Buy	34,300 +790	+2%	+$12.4K	0.27%	39
2019 Q2	$538K	Buy	33,510 +8,230	+33%	+$130K	0.27%	38
2019 Q1	$396K	Buy	25,280 +290	+1%	+$4.42K	0.2%	37
2018 Q4	$354K	Buy	24,990 +8,200	+49%	+$125K	0.19%	37
2018 Q3	$281K	Buy	16,790 +300	+2%	+$4.99K	0.14%	43
2018 Q2	$272K	Sell	16,490 -300	-2%	-$5.1K	0.12%	46
2018 Q1	$283K	Buy	+16,790	New	+$289K	0.13%	44

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

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

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 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

Goodman Financial's SCHF Position: Q3 2020 in Review

Goodman Financial sold out of Schwab International Equity ETF (SCHF) in Q3 2020, closing a stake of 53,144 shares — an estimated $791K sold.

Goodman Financial first reported a position in SCHF in Q1 2018 and held it in 10 quarters. The position peaked at $791K in Q2 2020. 720 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

Goodman Financial reported no remaining Schwab International Equity ETF position as of Q3 2020 after selling out during the quarter.
Goodman Financial sold 53,144 Schwab International Equity ETF shares in Q3 2020, an estimated $791K.
Goodman Financial first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 10 quarters.
Goodman Financial's Schwab International Equity ETF position peaked at $791K in Q2 2020.
720 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Goodman Financial's 13F filing for Q3 2020, filed 9 Nov 2020.