HWA
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Heritage Way Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Heritage Way 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
Q4 		$1.98M Buy
101,866
+1,296
+1% +$25.4K 0.74% 49
2021
Q3 		$1.95M Buy
100,570
+2,314
+2% +$46K 0.81% 49
2021
Q2 		$1.94M Buy
98,256
+1,394
+1% +$27.6K 0.8% 50
2021
Q1 		$1.82M Buy
96,862
+1,566
+2% +$29.2K 0.8% 49
2020
Q4 		$1.72M Buy
95,296
+6,200
+7% +$105K 0.79% 49
2020
Q3 		$1.4M Buy
89,096
+8,772
+11% +$138K 0.73% 49
2020
Q2 		$1.2M Sell
80,324
-272
-0.3% -$3.82K 0.7% 49
2020
Q1 		$1.04M Buy
80,596
+9,922
+14% +$153K 0.75% 49
2019
Q4 		$1.19M Sell
70,674
-2,724
-4% -$44.8K 0.69% 47
2019
Q3 		$1.17M Buy
73,398
+6,886
+10% +$108K 0.74% 47
2019
Q2 		$1.07M Buy
66,512
+4,282
+7% +$67.8K 0.68% 47
2019
Q1 		$974K Buy
62,230
+5,880
+10% +$89.6K 0.65% 47
2018
Q4 		$799K Buy
56,350
+2,856
+5% +$43.7K 0.61% 47
2018
Q3 		$897K Buy
53,494
+7,330
+16% +$122K 0.62% 47
2018
Q2 		$763K Sell
46,164
-148
-0.3% -$2.52K 0.56% 47
2018
Q1 		$781K Buy
46,312
+5,020
+12% +$86.5K 0.61% 47
2017
Q4 		$703K Sell
41,292
-768
-2% -$13.1K 0.53% 50
2017
Q3 		$704K Buy
42,060
+1,888
+5% +$30.8K 0.58% 50
2017
Q2 		$638K Buy
40,172
+1,074
+3% +$16.7K 0.54% 48
2017
Q1 		$584K Buy
39,098
+440
+1% +$6.39K 0.54% 49
2016
Q4 		$535K Buy
+38,658
New +$542K 0.53% 49

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Way Advisors's SCHF Position: Q4 2021 in Review

Heritage Way Advisors increased its Schwab International Equity ETF (SCHF) stake by 1.3% in Q4 2021, buying an estimated $25.4K and bringing the position to 101,866 shares worth $1.98M. The position accounts for 0.74% of the portfolio, ranked #49.

Heritage Way Advisors first reported a position in SCHF in Q4 2016 and has held it in 21 quarters since. 955 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

  • Heritage Way Advisors held 101,866 shares of Schwab International Equity ETF worth $1.98M as of Q4 2021.
  • Heritage Way Advisors bought 1,296 Schwab International Equity ETF shares in Q4 2021, an estimated $25.4K.
  • Schwab International Equity ETF made up 0.74% of Heritage Way Advisors's portfolio in Q4 2021, its #49 holding.
  • Heritage Way Advisors first reported a position in Schwab International Equity ETF in Q4 2016 and has held it in 21 quarters since.
  • 955 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Heritage Way Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.