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

Harborview 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
2021
Q3 		$17.3M Buy
892,582
+5,052
+0.6% +$100K 9.67% 1
2021
Q2 		$17.5M Buy
887,530
+48,694
+6% +$963K 9.8% 1
2021
Q1 		$15.8M Buy
838,836
+53,220
+7% +$992K 9.54% 1
2020
Q4 		$14.1M Buy
785,616
+3,984
+0.5% +$67.2K 9.47% 1
2020
Q3 		$12.3M Sell
781,632
-8,584
-1% -$135K 9.37% 1
2020
Q2 		$11.8M Sell
790,216
-94,074
-11% -$1.32M 9.72% 2
2020
Q1 		$11.4M Buy
884,290
+18,858
+2% +$290K 11.38% 1
2019
Q4 		$14.6M Sell
865,432
-19,060
-2% -$314K 11.15% 1
2019
Q3 		$14.1M Buy
884,492
+34,958
+4% +$550K 11.33% 1
2019
Q2 		$13.6M Buy
849,534
+53,002
+7% +$839K 11.03% 1
2019
Q1 		$12.5M Buy
796,532
+42,524
+6% +$648K 10.8% 1
2018
Q4 		$10.7M Buy
754,008
+42,880
+6% +$656K 12.52% 1
2018
Q3 		$11.9M Buy
711,128
+82,820
+13% +$1.38M 12.12% 1
2018
Q2 		$10.4M Buy
628,308
+16,946
+3% +$288K 9.57% 1
2018
Q1 		$10.3M Buy
611,362
+24,434
+4% +$421K 9.79% 1
2017
Q4 		$10M Buy
+586,928
New +$9.98M 9.56% 2

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Harborview Advisors's SCHF Position: Q3 2021 in Review

Harborview Advisors increased its Schwab International Equity ETF (SCHF) stake by 0.57% in Q3 2021, buying an estimated $100K and bringing the position to 892,582 shares worth $17.3M. The position accounts for 9.67% of the portfolio, ranked #1.

Harborview Advisors first reported a position in SCHF in Q4 2017 and has held it in 16 quarters since. The position peaked at $17.5M in Q2 2021. 863 funds tracked by Wall St. Rank hold SCHF as of Q3 2021.

  • Harborview Advisors held 892,582 shares of Schwab International Equity ETF worth $17.3M as of Q3 2021.
  • Harborview Advisors bought 5,052 Schwab International Equity ETF shares in Q3 2021, an estimated $100K.
  • Schwab International Equity ETF made up 9.67% of Harborview Advisors's portfolio in Q3 2021, its #1 holding.
  • Harborview Advisors first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 16 quarters since.
  • Harborview Advisors's Schwab International Equity ETF position peaked at $17.5M in Q2 2021.
  • 863 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.