Heritage Wealth Management (Arizona)’s Schwab International Equity ETF SCHF Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$5.35K	Buy	332 +166	+100%	+$2.59K	﹤0.01%	871
2022 Q3	$2K	Hold	166	–	–	﹤0.01%	900
2022 Q2	$2.61K	Hold	166	–	–	﹤0.01%	853
2022 Q1	$3K	Buy	+166	New	+$3.08K	﹤0.01%	867
2021 Q3	$5K	Hold	270	–	–	﹤0.01%	740
2021 Q2	$5K	Buy	+270	New	+$5.34K	﹤0.01%	755

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

Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona)'s SCHF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab International Equity ETF (SCHF) stake by 100% in Q4 2022, buying an estimated $2.59K and bringing the position to 332 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Heritage Wealth Management (Arizona) first reported a position in SCHF in Q2 2021 and has held it in 6 quarters since. 982 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

Heritage Wealth Management (Arizona) held 332 shares of Schwab International Equity ETF worth $5.35K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 166 Schwab International Equity ETF shares in Q4 2022, an estimated $2.59K.
Schwab International Equity ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #871 holding.
Heritage Wealth Management (Arizona) first reported a position in Schwab International Equity ETF in Q2 2021 and has held it in 6 quarters since.
982 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.