Kays Financial Advisory’s Schwab International Equity ETF SCHF Stock Holding History

Kays Financial Advisory’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	$22.2M	Sell	1,415,380 -39,406	-3%	-$619K	3.56%	8
2020 Q2	$21.6M	Buy	1,454,786 +27,634	+2%	+$388K	3.76%	7
2020 Q1	$18.4M	Buy	+1,427,152	New	+$21.9M	3.78%	7
2019 Q1	–	Sell	-18,414	Closed	-$261K	–	135
2018 Q4	$261K	Buy	+18,414	New	+$282K	0.06%	88

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

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

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

SCM

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

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

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

Kays Financial Advisory's SCHF Position: Q3 2020 in Review

Kays Financial Advisory reduced its Schwab International Equity ETF (SCHF) stake by 2.7% in Q3 2020, selling an estimated $619K and leaving 1,415,380 shares worth $22.2M. The position accounts for 3.56% of the portfolio, ranked #8.

Kays Financial Advisory first reported a position in SCHF in Q4 2018 and has held it in 4 quarters since. 721 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

Kays Financial Advisory held 1,415,380 shares of Schwab International Equity ETF worth $22.2M as of Q3 2020.
Kays Financial Advisory sold 39,406 Schwab International Equity ETF shares in Q3 2020, an estimated $619K.
Schwab International Equity ETF made up 3.56% of Kays Financial Advisory's portfolio in Q3 2020, its #8 holding.
Kays Financial Advisory first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 4 quarters since.
721 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.