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Mountain Capital Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Mountain Capital Investment 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 		– Sell
-41,182
Closed -$804K – 114
2021
Q4 		$804K Sell
41,182
-567,290
-93% -$11.1M 0.36% 89
2021
Q3 		$11.8M Sell
608,472
-475,434
-44% -$9.46M 6.24% 1
2021
Q2 		$21.1M Buy
1,083,906
+981,092
+954% +$19.4M 9.75% 1
2021
Q1 		$1.99M Buy
102,814
+69,768
+211% +$1.3M 1% 23
2020
Q4 		$612K Buy
+33,046
New +$557K 0.37% 92
2019
Q4 		– Sell
-661,678
Closed -$10.5M – 51
2019
Q3 		$10.5M Sell
661,678
-223,368
-25% -$3.51M 9.32% 3
2019
Q2 		$13.6M Buy
885,046
+66,264
+8% +$1.05M 12.77% 2
2019
Q1 		$12.8M Buy
818,782
+133,190
+19% +$2.03M 13.79% 2
2018
Q4 		$9.72M Buy
685,592
+10,362
+2% +$159K 13.51% 2
2018
Q3 		$11.3M Sell
675,230
-672,898
-50% -$11.2M 10.95% 2
2018
Q2 		$22.3M Buy
1,348,128
+26,972
+2% +$458K 21.75% 2
2018
Q1 		$22.3M Buy
1,321,156
+43,206
+3% +$744K 24.16% 1
2017
Q4 		$21.8M Buy
1,277,950
+150,194
+13% +$2.55M 21% 2
2017
Q3 		$18.9M Buy
1,127,756
+13,290
+1% +$217K 16.76% 2
2017
Q2 		$17.7M Buy
+1,114,466
New +$17.3M 17.34% 2

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
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
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
Envestnet Asset Management
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

Mountain Capital Investment Advisors's SCHF Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2022, closing a stake of 41,182 shares — an estimated $804K sold.

Mountain Capital Investment Advisors first reported a position in SCHF in Q2 2017 and held it in 15 quarters. The position peaked at $22.3M in Q2 2018. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

  • Mountain Capital Investment Advisors reported no remaining Schwab International Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 41,182 Schwab International Equity ETF shares in Q1 2022, an estimated $804K.
  • Mountain Capital Investment Advisors first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 15 quarters.
  • Mountain Capital Investment Advisors's Schwab International Equity ETF position peaked at $22.3M in Q2 2018.
  • 957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.