Perennial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Perennial 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	–	Sell	-4,270	Closed	-$84K	–	234
2021 Q2	$84K	Buy	4,270 +60	+1%	+$1.19K	0.02%	121
2021 Q1	$79K	Buy	4,210 +90	+2%	+$1.68K	0.02%	119
2020 Q4	$74K	Buy	+4,120	New	+$69.5K	0.03%	115
2020 Q3	–	Sell	-4,550	Closed	-$68K	–	176
2020 Q2	$68K	Buy	+4,550	New	+$64K	0.03%	110
2019 Q1	–	Sell	-1,928	Closed	-$27K	–	158
2018 Q4	$27K	Sell	1,928 -32	-2%	-$490	0.02%	120
2018 Q3	$33K	Buy	1,960 +304	+18%	+$5.06K	0.02%	117
2018 Q2	$27K	Buy	1,656 +316	+24%	+$5.37K	0.02%	126
2018 Q1	$23K	Buy	1,340 +660	+97%	+$11.4K	0.01%	130
2017 Q4	$12K	Buy	+680	New	+$11.6K	0.01%	170
2017 Q3	–	Sell	-162	Closed	-$3K	–	201
2017 Q2	$3K	Buy	+162	New	+$2.52K	﹤0.01%	196

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

Perennial Advisors's SCHF Position: Q3 2021 in Review

Perennial Advisors sold out of Schwab International Equity ETF (SCHF) in Q3 2021, closing a stake of 4,270 shares — an estimated $84K sold.

Perennial Advisors first reported a position in SCHF in Q2 2017 and held it in 10 quarters. The position peaked at $84K in Q2 2021. 863 funds tracked by Wall St. Rank hold SCHF as of Q3 2021.

Perennial Advisors reported no remaining Schwab International Equity ETF position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 4,270 Schwab International Equity ETF shares in Q3 2021, an estimated $84K.
Perennial Advisors first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 10 quarters.
Perennial Advisors's Schwab International Equity ETF position peaked at $84K in Q2 2021.
863 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.