Pathstone Family Office’s Schwab International Equity ETF SCHF Stock Holding History

Pathstone Family Office’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 Q2	–	Sell	-21,218	Closed	-$399K	–	840
2021 Q1	$399K	Buy	21,218 +20,668	+3,758%	+$385K	0.01%	403
2020 Q4	$10K	Buy	+550	New	+$9.28K	﹤0.01%	878
2019 Q3	–	Sell	-184	Closed	-$3K	–	696
2019 Q2	$3K	Buy	+184	New	+$2.91K	﹤0.01%	580
2017 Q2	–	Sell	-6,664	Closed	-$100K	–	606
2017 Q1	$100K	Buy	+6,664	New	+$96.8K	0.06%	131

Other funds holding SCHF

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Pathstone Family Office's SCHF Position: Q2 2021 in Review

Pathstone Family Office sold out of Schwab International Equity ETF (SCHF) in Q2 2021, closing a stake of 21,218 shares — an estimated $399K sold.

Pathstone Family Office first reported a position in SCHF in Q1 2017 and held it in 4 quarters. The position peaked at $399K in Q1 2021. 847 funds tracked by Wall St. Rank hold SCHF as of Q2 2021.

Pathstone Family Office reported no remaining Schwab International Equity ETF position as of Q2 2021 after selling out during the quarter.
Pathstone Family Office sold 21,218 Schwab International Equity ETF shares in Q2 2021, an estimated $399K.
Pathstone Family Office first reported a position in Schwab International Equity ETF in Q1 2017 and held it in 4 quarters.
Pathstone Family Office's Schwab International Equity ETF position peaked at $399K in Q1 2021.
847 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2021.

Based on Pathstone Family Office's 13F filing for Q2 2021, filed 16 Aug 2021.