Jordan Park Group’s Schwab International Equity ETF SCHF Stock Holding History

Jordan Park Group’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 Q2	–	Sell	-17,644	Closed	-$332K	–	83
2021 Q1	$332K	Sell	17,644 -3,466	-16%	-$64.6K	0.99%	26
2020 Q4	$380K	Buy	+21,110	New	+$356K	1.74%	12
2020 Q2	–	Sell	-65,098	Closed	-$841K	–	37
2020 Q1	$841K	Buy	65,098 +27,834	+75%	+$428K	0.07%	25
2019 Q4	$627K	Buy	+37,264	New	+$613K	0.04%	30

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

SCM

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

Jordan Park Group's SCHF Position: Q2 2021 in Review

Jordan Park Group sold out of Schwab International Equity ETF (SCHF) in Q2 2021, closing a stake of 17,644 shares — an estimated $332K sold.

Jordan Park Group first reported a position in SCHF in Q4 2019 and held it in 4 quarters. The position peaked at $841K in Q1 2020. 847 funds tracked by Wall St. Rank hold SCHF as of Q2 2021.

Jordan Park Group reported no remaining Schwab International Equity ETF position as of Q2 2021 after selling out during the quarter.
Jordan Park Group sold 17,644 Schwab International Equity ETF shares in Q2 2021, an estimated $332K.
Jordan Park Group first reported a position in Schwab International Equity ETF in Q4 2019 and held it in 4 quarters.
Jordan Park Group's Schwab International Equity ETF position peaked at $841K in Q1 2020.
847 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2021.

Based on Jordan Park Group's 13F filing for Q2 2021, filed 16 Aug 2021.