Lighthouse Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Lighthouse Financial 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
2021 Q1	$6.51M	Sell	346,014 -720	-0.2%	-$13.4K	1.97%	6
2020 Q4	$6.24M	Sell	346,734 -5,066	-1%	-$85.4K	2.12%	7
2020 Q3	$5.52M	Buy	351,800 +2,060	+0.6%	+$32.4K	2.1%	6
2020 Q2	$5.17M	Buy	349,740 +4,310	+1%	+$60.6K	2.18%	4
2020 Q1	$4.46M	Sell	345,430 -583,764	-63%	-$8.98M	2.72%	4
2019 Q4	$15.6M	Buy	+929,194	New	+$15.3M	7.35%	3

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

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

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

Lighthouse Financial Advisors's SCHF Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Schwab International Equity ETF (SCHF) stake by 0.21% in Q1 2021, selling an estimated $13.4K and leaving 346,014 shares worth $6.51M. The position accounts for 1.97% of the portfolio, ranked #6.

Lighthouse Financial Advisors first reported a position in SCHF in Q4 2019 and has held it in 6 quarters since. The position peaked at $15.6M in Q4 2019. 814 funds tracked by Wall St. Rank hold SCHF as of Q1 2021.

Lighthouse Financial Advisors held 346,014 shares of Schwab International Equity ETF worth $6.51M as of Q1 2021.
Lighthouse Financial Advisors sold 720 Schwab International Equity ETF shares in Q1 2021, an estimated $13.4K.
Schwab International Equity ETF made up 1.97% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #6 holding.
Lighthouse Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 6 quarters since.
Lighthouse Financial Advisors's Schwab International Equity ETF position peaked at $15.6M in Q4 2019.
814 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.