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

Independence 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 Q3	$11K	Buy	670 +22	+3%	+$346	﹤0.01%	148
2020 Q2	$10K	Buy	648 +6	+0.9%	+$84	﹤0.01%	143
2020 Q1	$8K	Buy	642 +214	+50%	+$3.29K	﹤0.01%	130
2019 Q4	$7K	Buy	+428	New	+$7.04K	﹤0.01%	148
2019 Q2	–	Sell	-18,204	Closed	-$285K	–	105
2019 Q1	$285K	Buy	+18,204	New	+$278K	0.08%	70

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

Independence Advisors's SCHF Position: Q3 2020 in Review

Independence Advisors increased its Schwab International Equity ETF (SCHF) stake by 3.4% in Q3 2020, buying an estimated $346 and bringing the position to 670 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Independence Advisors first reported a position in SCHF in Q1 2019 and has held it in 5 quarters since. The position peaked at $285K in Q1 2019. 720 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

Independence Advisors held 670 shares of Schwab International Equity ETF worth $11K as of Q3 2020.
Independence Advisors bought 22 Schwab International Equity ETF shares in Q3 2020, an estimated $346.
Schwab International Equity ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #148 holding.
Independence Advisors first reported a position in Schwab International Equity ETF in Q1 2019 and has held it in 5 quarters since.
Independence Advisors's Schwab International Equity ETF position peaked at $285K in Q1 2019.
720 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.