MAS
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Managed Account Services’s Schwab International Equity ETF SCHF Stock Holding History

Managed Account Services’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
Q3 		$2.29M Sell
118,358
-6,472
-5% -$129K 0.6% 43
2021
Q2 		$2.46M Sell
124,830
-3,028
-2% -$59.9K 0.59% 45
2021
Q1 		$2.4M Sell
127,858
-1,052
-0.8% -$19.6K 0.63% 44
2020
Q4 		$2.41M Buy
128,910
+398
+0.3% +$6.71K 0.65% 40
2020
Q3 		$2.06M Sell
128,512
-2,804
-2% -$44K 0.65% 41
2020
Q2 		$2.03M Sell
131,316
-7,188
-5% -$101K 0.73% 38
2020
Q1 		$1.71M Sell
138,504
-9,294
-6% -$143K 0.83% 39
2019
Q4 		$2.49M Sell
147,798
-4,762
-3% -$78.4K 1.03% 34
2019
Q3 		$2.44M Sell
152,560
-60
-0% -$944 1.21% 33
2019
Q2 		$2.46M Buy
152,620
+5,132
+3% +$81.2K 1.34% 29
2019
Q1 		$2.37M Buy
147,488
+8,898
+6% +$136K 1.33% 27
2018
Q4 		$2.08M Buy
138,590
+4,120
+3% +$63K 1.28% 29
2018
Q3 		$2.1M Buy
134,470
+3,730
+3% +$62.1K 1.36% 29
2018
Q2 		$2.16M Sell
130,740
-970
-0.7% -$16.5K 1.41% 29
2018
Q1 		$2.22M Buy
131,710
+8,626
+7% +$149K 1.46% 25
2017
Q4 		$2.1M Sell
123,084
-5,722
-4% -$97.3K 1.37% 26
2017
Q3 		$2.16M Buy
128,806
+3,500
+3% +$57.1K 1.46% 22
2017
Q2 		$1.99M Sell
125,306
-1,130
-0.9% -$17.5K 1.41% 22
2017
Q1 		$1.89M Sell
126,436
-17,396
-12% -$253K 1.39% 22
2016
Q4 		$1.99M Buy
+143,832
New +$2.02M 1.53% 22

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Managed Account Services's SCHF Position: Q3 2021 in Review

Managed Account Services reduced its Schwab International Equity ETF (SCHF) stake by 5.2% in Q3 2021, selling an estimated $129K and leaving 118,358 shares worth $2.29M. The position accounts for 0.6% of the portfolio, ranked #43.

Managed Account Services first reported a position in SCHF in Q4 2016 and has held it in 20 quarters since. The position peaked at $2.49M in Q4 2019. 863 funds tracked by Wall St. Rank hold SCHF as of Q3 2021.

  • Managed Account Services held 118,358 shares of Schwab International Equity ETF worth $2.29M as of Q3 2021.
  • Managed Account Services sold 6,472 Schwab International Equity ETF shares in Q3 2021, an estimated $129K.
  • Schwab International Equity ETF made up 0.6% of Managed Account Services's portfolio in Q3 2021, its #43 holding.
  • Managed Account Services first reported a position in Schwab International Equity ETF in Q4 2016 and has held it in 20 quarters since.
  • Managed Account Services's Schwab International Equity ETF position peaked at $2.49M in Q4 2019.
  • 863 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.