KIG
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Kessler Investment Group’s Schwab International Equity ETF SCHF Stock Holding History

Kessler Investment 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
-1,646
Closed -$31K – 138
2021
Q1 		$31K Buy
+1,646
New +$30.7K 0.04% 70

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Northwestern Mutual Wealth Management
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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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Kessler Investment Group's SCHF Position: Q2 2021 in Review

Kessler Investment Group sold out of Schwab International Equity ETF (SCHF) in Q2 2021, closing a stake of 1,646 shares — an estimated $31K sold.

Kessler Investment Group first reported a position in SCHF in Q1 2021 and held it in 1 quarter. The position peaked at $31K in Q1 2021. 847 funds tracked by Wall St. Rank hold SCHF as of Q2 2021.

  • Kessler Investment Group reported no remaining Schwab International Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Kessler Investment Group sold 1,646 Schwab International Equity ETF shares in Q2 2021, an estimated $31K.
  • Kessler Investment Group first reported a position in Schwab International Equity ETF in Q1 2021 and held it in 1 quarter.
  • Kessler Investment Group's Schwab International Equity ETF position peaked at $31K in Q1 2021.
  • 847 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2021.

Based on Kessler Investment Group's 13F filing for Q2 2021, filed 22 Jul 2021.