Hochman Cole Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Hochman Cole Investment 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	$519K	Sell	26,836 -5,416	-17%	-$108K	0.2%	75
2021 Q2	$636K	Buy	32,252 +10,264	+47%	+$203K	0.25%	64
2021 Q1	$414K	Sell	21,988 -1,116	-5%	-$20.8K	0.17%	84
2020 Q4	$416K	Sell	23,104 -12,248	-35%	-$207K	0.18%	81
2020 Q3	$555K	Sell	35,352 -9,346	-21%	-$147K	0.27%	61
2020 Q2	$665K	Buy	44,698 +4,328	+11%	+$60.8K	0.37%	52
2020 Q1	$522K	Sell	40,370 -47,370	-54%	-$728K	0.36%	51
2019 Q4	$1.48M	Sell	87,740 -1,230	-1%	-$20.2K	0.8%	29
2019 Q3	$1.42M	Buy	88,970 +1,044	+1%	+$16.4K	0.88%	32
2019 Q2	$1.41M	Sell	87,926 -6,226	-7%	-$98.5K	0.84%	33
2019 Q1	$1.47M	Buy	94,152 +5,996	+7%	+$91.4K	0.88%	30
2018 Q4	$1.25M	Buy	88,156 +74,124	+528%	+$1.13M	0.86%	31
2018 Q3	$235K	Buy	+14,032	New	+$234K	0.15%	97

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Hochman Cole Investment Advisors's SCHF Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Schwab International Equity ETF (SCHF) stake by 17% in Q3 2021, selling an estimated $108K and leaving 26,836 shares worth $519K. The position accounts for 0.2% of the portfolio, ranked #75.

Hochman Cole Investment Advisors first reported a position in SCHF in Q3 2018 and has held it in 13 quarters since. The position peaked at $1.48M in Q4 2019. 864 funds tracked by Wall St. Rank hold SCHF as of Q3 2021.

Hochman Cole Investment Advisors held 26,836 shares of Schwab International Equity ETF worth $519K as of Q3 2021.
Hochman Cole Investment Advisors sold 5,416 Schwab International Equity ETF shares in Q3 2021, an estimated $108K.
Schwab International Equity ETF made up 0.2% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #75 holding.
Hochman Cole Investment Advisors first reported a position in Schwab International Equity ETF in Q3 2018 and has held it in 13 quarters since.
Hochman Cole Investment Advisors's Schwab International Equity ETF position peaked at $1.48M in Q4 2019.
864 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.