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

Next 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
2021 Q4	$396K	Buy	20,400 +216	+1%	+$4.24K	0.03%	638
2021 Q3	$390K	Sell	20,184 -42	-0.2%	-$835	0.03%	568
2021 Q2	$399K	Sell	20,226 -300	-1%	-$5.93K	0.03%	561
2021 Q1	$386K	Buy	20,526 +1,282	+7%	+$23.9K	0.03%	525
2020 Q4	$346K	Sell	19,244 -1,254	-6%	-$21.1K	0.03%	507
2020 Q3	$322K	Buy	20,498 +62	+0.3%	+$974	0.03%	479
2020 Q2	$304K	Buy	20,436 +206	+1%	+$2.9K	0.04%	410
2020 Q1	$261K	Sell	20,230 -2,894	-13%	-$44.5K	0.03%	465
2019 Q4	$389K	Sell	23,124 -5,292	-19%	-$87.1K	0.04%	431
2019 Q3	$453K	Sell	28,416 -14,480	-34%	-$228K	0.05%	383
2019 Q2	$688K	Buy	+42,896	New	+$679K	0.07%	284
2019 Q1	–	Sell	-31,494	Closed	-$446K	–	2049
2018 Q4	$446K	Buy	+31,494	New	+$482K	0.09%	239
2017 Q4	–	Sell	-1,314	Closed	-$22K	–	1192
2017 Q3	$22K	Hold	1,314	–	–	0.01%	945
2017 Q2	$21K	Hold	1,314	–	–	0.01%	1061
2017 Q1	$20K	Sell	1,314 -600	-31%	-$8.71K	0.01%	1053
2016 Q4	$26K	Hold	1,914	–	–	﹤0.01%	1261
2016 Q3	$28K	Buy	1,914 +600	+46%	+$8.46K	0.01%	1207
2016 Q2	$17K	Hold	1,314	–	–	0.01%	1031
2016 Q1	$17K	Hold	1,314	–	–	0.01%	1005
2015 Q4	$18K	Hold	1,314	–	–	0.01%	971
2015 Q3	$17K	Hold	1,314	–	–	0.01%	1019
2015 Q2	$20K	Hold	1,314	–	–	0.01%	1002
2015 Q1	$19K	Hold	1,314	–	–	0.01%	1016
2014 Q4	$19K	Buy	+1,314	New	+$19.8K	0.01%	1002

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Next Financial Group's SCHF Position: Q4 2021 in Review

Next Financial Group increased its Schwab International Equity ETF (SCHF) stake by 1.1% in Q4 2021, buying an estimated $4.24K and bringing the position to 20,400 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #638.

Next Financial Group first reported a position in SCHF in Q4 2014 and has held it in 24 quarters since. The position peaked at $688K in Q2 2019. 954 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

Next Financial Group held 20,400 shares of Schwab International Equity ETF worth $396K as of Q4 2021.
Next Financial Group bought 216 Schwab International Equity ETF shares in Q4 2021, an estimated $4.24K.
Schwab International Equity ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #638 holding.
Next Financial Group first reported a position in Schwab International Equity ETF in Q4 2014 and has held it in 24 quarters since.
Next Financial Group's Schwab International Equity ETF position peaked at $688K in Q2 2019.
954 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.