Lenox Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Lenox Wealth 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
2022 Q1	$273K	Sell	15,054 -1,018	-6%	-$18.9K	0.03%	93
2021 Q4	$312K	Buy	16,072 +444	+3%	+$8.72K	0.04%	85
2021 Q3	$302K	Buy	15,628 +58	+0.4%	+$1.15K	0.04%	81
2021 Q2	$307K	Sell	15,570 -258	-2%	-$5.1K	0.04%	81
2021 Q1	$298K	Buy	15,828 +1,536	+11%	+$28.6K	0.04%	68
2020 Q4	$257K	Buy	14,292 +3,970	+38%	+$67K	0.04%	74
2020 Q3	$162K	Buy	10,322 +10,296	+39,600%	+$162K	0.02%	88
2020 Q2	$0	Sell	26 -6,824	-100%	-$95.9K	﹤0.01%	764
2020 Q1	$89K	Sell	6,850 -728	-10%	-$11.2K	0.02%	97
2019 Q4	$127K	Buy	7,578 +7,560	+42,000%	+$124K	0.02%	108
2019 Q3	$0	Buy	+18	New	+$283	﹤0.01%	639

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Lenox Wealth Advisors's SCHF Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Schwab International Equity ETF (SCHF) stake by 6.3% in Q1 2022, selling an estimated $18.9K and leaving 15,054 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #93.

Lenox Wealth Advisors first reported a position in SCHF in Q3 2019 and has held it in 11 quarters since. The position peaked at $312K in Q4 2021. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

Lenox Wealth Advisors held 15,054 shares of Schwab International Equity ETF worth $273K as of Q1 2022.
Lenox Wealth Advisors sold 1,018 Schwab International Equity ETF shares in Q1 2022, an estimated $18.9K.
Schwab International Equity ETF made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #93 holding.
Lenox Wealth Advisors first reported a position in Schwab International Equity ETF in Q3 2019 and has held it in 11 quarters since.
Lenox Wealth Advisors's Schwab International Equity ETF position peaked at $312K in Q4 2021.
957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.