Parisi Gray Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Parisi Gray Wealth Management’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	–	Sell	-10,012	Closed	-$197K	–	467
2021 Q2	$197K	Buy	+10,012	New	+$198K	0.07%	124
2019 Q2	–	Sell	-10,028	Closed	-$157K	–	381
2019 Q1	$157K	Buy	10,028 +16	+0.2%	+$244	0.1%	102
2018 Q4	$142K	Buy	+10,012	New	+$153K	0.1%	106

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

Parisi Gray Wealth Management's SCHF Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q3 2021, closing a stake of 10,012 shares — an estimated $197K sold.

Parisi Gray Wealth Management first reported a position in SCHF in Q4 2018 and held it in 3 quarters. The position peaked at $197K in Q2 2021. 863 funds tracked by Wall St. Rank hold SCHF as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Schwab International Equity ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 10,012 Schwab International Equity ETF shares in Q3 2021, an estimated $197K.
Parisi Gray Wealth Management first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 3 quarters.
Parisi Gray Wealth Management's Schwab International Equity ETF position peaked at $197K in Q2 2021.
863 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.