Newport Wealth Strategies’s Schwab International Equity ETF SCHF Stock Holding History

Newport Wealth Strategies’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	$333K	Buy	17,200 +2,280	+15%	+$45.4K	0.2%	77
2021 Q2	$294K	Sell	14,920 -470	-3%	-$9.29K	0.17%	86
2021 Q1	$289K	Buy	+15,390	New	+$287K	0.18%	82
2018 Q2	–	Sell	-28,924	Closed	-$488K	–	94
2018 Q1	$488K	Sell	28,924 -600	-2%	-$10.3K	0.38%	53
2017 Q4	$527K	Buy	+29,524	New	+$502K	0.38%	55

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

Newport Wealth Strategies's SCHF Position: Q3 2021 in Review

Newport Wealth Strategies increased its Schwab International Equity ETF (SCHF) stake by 15% in Q3 2021, buying an estimated $45.4K and bringing the position to 17,200 shares worth $333K. The position accounts for 0.2% of the portfolio, ranked #77.

Newport Wealth Strategies first reported a position in SCHF in Q4 2017 and has held it in 5 quarters since. The position peaked at $527K in Q4 2017. 863 funds tracked by Wall St. Rank hold SCHF as of Q3 2021.

Newport Wealth Strategies held 17,200 shares of Schwab International Equity ETF worth $333K as of Q3 2021.
Newport Wealth Strategies bought 2,280 Schwab International Equity ETF shares in Q3 2021, an estimated $45.4K.
Schwab International Equity ETF made up 0.2% of Newport Wealth Strategies's portfolio in Q3 2021, its #77 holding.
Newport Wealth Strategies first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 5 quarters since.
Newport Wealth Strategies's Schwab International Equity ETF position peaked at $527K in Q4 2017.
863 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2021.

Based on Newport Wealth Strategies's 13F filing for Q3 2021, filed 12 Nov 2021.