NewFocus Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

NewFocus Financial Group’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
2020 Q4	$5.11M	Sell	284,026 -31,502	-10%	-$531K	1.51%	18
2020 Q3	$4.95M	Sell	315,528 -108,402	-26%	-$1.7M	1.65%	13
2020 Q2	$6.31M	Sell	423,930 -128,992	-23%	-$1.81M	2.26%	10
2020 Q1	$7.14M	Buy	+552,922	New	+$8.5M	3.3%	6

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

NewFocus Financial Group's SCHF Position: Q4 2020 in Review

NewFocus Financial Group reduced its Schwab International Equity ETF (SCHF) stake by 10% in Q4 2020, selling an estimated $531K and leaving 284,026 shares worth $5.11M. The position accounts for 1.51% of the portfolio, ranked #18.

NewFocus Financial Group first reported a position in SCHF in Q1 2020 and has held it in 4 quarters since. The position peaked at $7.14M in Q1 2020. 793 funds tracked by Wall St. Rank hold SCHF as of Q4 2020.

NewFocus Financial Group held 284,026 shares of Schwab International Equity ETF worth $5.11M as of Q4 2020.
NewFocus Financial Group sold 31,502 Schwab International Equity ETF shares in Q4 2020, an estimated $531K.
Schwab International Equity ETF made up 1.51% of NewFocus Financial Group's portfolio in Q4 2020, its #18 holding.
NewFocus Financial Group first reported a position in Schwab International Equity ETF in Q1 2020 and has held it in 4 quarters since.
NewFocus Financial Group's Schwab International Equity ETF position peaked at $7.14M in Q1 2020.
793 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.