Mid Atlantic Financial Management’s Schwab International Equity ETF SCHF Stock Holding History

Mid Atlantic Financial Management’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	$445K	Hold	23,008	–	–	0.03%	497
2021 Q2	$454K	Buy	23,008 +278	+1%	+$5.5K	0.03%	506
2021 Q1	$428K	Hold	22,730	–	–	0.03%	487
2020 Q4	$409K	Buy	22,730 +324	+1%	+$5.46K	0.03%	451
2020 Q3	$375K	Sell	22,406 -112	-0.5%	-$1.76K	0.03%	433
2020 Q2	$335K	Sell	22,518 -52,798	-70%	-$742K	0.03%	449
2020 Q1	$973K	Hold	75,316	–	–	0.11%	166
2019 Q4	$1.27M	Buy	75,316 +1,452	+2%	+$23.9K	0.12%	162
2019 Q3	$1.18M	Sell	73,864 -4,998	-6%	-$78.6K	0.13%	147
2019 Q2	$1.26M	Hold	78,862	–	–	0.13%	145
2019 Q1	$1.24M	Buy	78,862 +1,768	+2%	+$27K	0.13%	143
2018 Q4	$1.09M	Buy	+77,094	New	+$1.18M	0.14%	146

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Mid Atlantic Financial Management's SCHF Position: Q3 2021 in Review

Mid Atlantic Financial Management held its Schwab International Equity ETF (SCHF) position steady in Q3 2021 at 23,008 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #497.

Mid Atlantic Financial Management first reported a position in SCHF in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.27M in Q4 2019. 864 funds tracked by Wall St. Rank hold SCHF as of Q3 2021.

Mid Atlantic Financial Management held 23,008 shares of Schwab International Equity ETF worth $445K as of Q3 2021.
Mid Atlantic Financial Management left its Schwab International Equity ETF share count unchanged in Q3 2021.
Schwab International Equity ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #497 holding.
Mid Atlantic Financial Management first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Schwab International Equity ETF position peaked at $1.27M in Q4 2019.
864 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.