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Pacific Edge Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Pacific Edge 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
2021
Q3 		$13.1M Buy
676,520
+28,160
+4% +$560K 6.37% 3
2021
Q2 		$12.8M Sell
648,360
-36,850
-5% -$728K 6.65% 3
2021
Q1 		$12.9M Buy
685,210
+42,660
+7% +$796K 6.21% 4
2020
Q4 		$11.6M Sell
642,550
-8,000
-1% -$135K 6.02% 3
2020
Q3 		$10.2M Sell
650,550
-61,280
-9% -$963K 5.88% 5
2020
Q2 		$10.6M Sell
711,830
-582,560
-45% -$8.19M 6.25% 4
2020
Q1 		$16.7M Buy
1,294,390
+391,300
+43% +$6.02M 11.94% 2
2019
Q4 		$15.2M Buy
903,090
+60,340
+7% +$993K 9.26% 3
2019
Q3 		$13.4M Sell
842,750
-11,730
-1% -$185K 8.78% 4
2019
Q2 		$13.7M Sell
854,480
-65,000
-7% -$1.03M 9.05% 3
2019
Q1 		$14.4M Sell
919,480
-182,530
-17% -$2.78M 8.72% 3
2018
Q4 		$15.6M Sell
1,102,010
-430,910
-28% -$6.59M 9.95% 2
2018
Q3 		$25.7M Sell
1,532,920
-66,040
-4% -$1.1M 14.19% 2
2018
Q2 		$26.4M Buy
1,598,960
+253,110
+19% +$4.3M 14.57% 2
2018
Q1 		$22.7M Buy
1,345,850
+144,030
+12% +$2.48M 13.95% 2
2017
Q4 		$20.5M Buy
+1,201,820
New +$20.4M 14.51% 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
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Pacific Edge Advisors's SCHF Position: Q3 2021 in Review

Pacific Edge Advisors increased its Schwab International Equity ETF (SCHF) stake by 4.3% in Q3 2021, buying an estimated $560K and bringing the position to 676,520 shares worth $13.1M. The position accounts for 6.37% of the portfolio, ranked #3.

Pacific Edge Advisors first reported a position in SCHF in Q4 2017 and has held it in 16 quarters since. The position peaked at $26.4M in Q2 2018. 863 funds tracked by Wall St. Rank hold SCHF as of Q3 2021.

  • Pacific Edge Advisors held 676,520 shares of Schwab International Equity ETF worth $13.1M as of Q3 2021.
  • Pacific Edge Advisors bought 28,160 Schwab International Equity ETF shares in Q3 2021, an estimated $560K.
  • Schwab International Equity ETF made up 6.37% of Pacific Edge Advisors's portfolio in Q3 2021, its #3 holding.
  • Pacific Edge Advisors first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 16 quarters since.
  • Pacific Edge Advisors's Schwab International Equity ETF position peaked at $26.4M in Q2 2018.
  • 863 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.