Patton Albertson Miller Group’s Schwab International Equity ETF SCHF Stock Holding History

Patton Albertson Miller 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
2022 Q3	–	Sell	-13,774	Closed	-$217K	–	225
2022 Q2	$217K	Sell	13,774 -6,576	-32%	-$112K	0.04%	211
2022 Q1	$374K	Sell	20,350 -4,948	-20%	-$92K	0.06%	181
2021 Q4	$492K	Buy	25,298 +218	+0.9%	+$4.28K	0.08%	180
2021 Q3	$485K	Buy	25,080 +264	+1%	+$5.25K	0.09%	170
2021 Q2	$489K	Sell	24,816 -4,404	-15%	-$87.1K	0.11%	141
2021 Q1	$550K	Buy	29,220 +2,168	+8%	+$40.4K	0.13%	134
2020 Q4	$515K	Sell	27,052 -10,814	-29%	-$182K	0.12%	141
2020 Q3	$594K	Sell	37,866 -15,794	-29%	-$248K	0.17%	125
2020 Q2	$798K	Sell	53,660 -18,826	-26%	-$265K	0.23%	112
2020 Q1	$937K	Buy	72,486 +504	+0.7%	+$7.75K	0.32%	95
2019 Q4	$1.21M	Buy	71,982 +2,576	+4%	+$42.4K	0.32%	101
2019 Q3	$1.11M	Buy	69,406 +8,730	+14%	+$137K	0.31%	104
2019 Q2	$933K	Buy	+60,676	New	+$960K	0.27%	111
2018 Q4	–	Sell	-1,030	Closed	-$16K	–	242
2018 Q3	$16K	Buy	+1,030	New	+$17.1K	0.01%	226

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Patton Albertson Miller Group's SCHF Position: Q3 2022 in Review

Patton Albertson Miller Group sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 13,774 shares — an estimated $217K sold.

Patton Albertson Miller Group first reported a position in SCHF in Q3 2018 and held it in 14 quarters. The position peaked at $1.21M in Q4 2019. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Patton Albertson Miller Group reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Patton Albertson Miller Group sold 13,774 Schwab International Equity ETF shares in Q3 2022, an estimated $217K.
Patton Albertson Miller Group first reported a position in Schwab International Equity ETF in Q3 2018 and held it in 14 quarters.
Patton Albertson Miller Group's Schwab International Equity ETF position peaked at $1.21M in Q4 2019.
903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Patton Albertson Miller Group's 13F filing for Q3 2022, filed 13 Oct 2022.