Huber Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Huber Financial 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
2020 Q1	$6.77M	Buy	523,676 +257,912	+97%	+$3.97M	2.53%	7
2019 Q4	$4.47M	Sell	265,764 -13,108	-5%	-$216K	1.55%	9
2019 Q3	$4.44M	Buy	278,872 +191,740	+220%	+$3.02M	1.73%	7
2019 Q2	$1.4M	Sell	87,132 -4,322	-5%	-$68.4K	0.61%	21
2019 Q1	$1.43M	Sell	91,454 -52,884	-37%	-$806K	0.7%	20
2018 Q4	$2.05M	Buy	144,338 +102,970	+249%	+$1.58M	1.12%	14
2018 Q3	$694K	Buy	41,368 +15,416	+59%	+$257K	0.53%	34
2018 Q2	$428K	Buy	25,952 +5,030	+24%	+$85.5K	0.39%	52
2018 Q1	$353K	Buy	20,922 +2,250	+12%	+$38.8K	0.35%	57
2017 Q4	$318K	Buy	+18,672	New	+$317K	0.35%	56

Other funds holding SCHF

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Huber Financial Advisors's SCHF Position: Q1 2020 in Review

Huber Financial Advisors increased its Schwab International Equity ETF (SCHF) stake by 97% in Q1 2020, buying an estimated $3.97M and bringing the position to 523,676 shares worth $6.77M. The position accounts for 2.53% of the portfolio, ranked #7.

Huber Financial Advisors first reported a position in SCHF in Q4 2017 and has held it in 10 quarters since. 738 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

Huber Financial Advisors held 523,676 shares of Schwab International Equity ETF worth $6.77M as of Q1 2020.
Huber Financial Advisors bought 257,912 Schwab International Equity ETF shares in Q1 2020, an estimated $3.97M.
Schwab International Equity ETF made up 2.53% of Huber Financial Advisors's portfolio in Q1 2020, its #7 holding.
Huber Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 10 quarters since.
738 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.