Radnor Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Radnor Financial 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
2022 Q3	$1.77M	Buy	125,764 +20,924	+20%	+$328K	0.62%	21
2022 Q2	$1.65M	Buy	104,840 +41,632	+66%	+$709K	0.57%	21
2022 Q1	$1.16M	Buy	+63,208	New	+$1.17M	0.42%	25
2020 Q1	–	Sell	-583,272	Closed	-$9.81M	–	18
2019 Q4	$9.81M	Buy	+583,272	New	+$9.6M	6.71%	5

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Radnor Financial Advisors's SCHF Position: Q3 2022 in Review

Radnor Financial Advisors increased its Schwab International Equity ETF (SCHF) stake by 20% in Q3 2022, buying an estimated $328K and bringing the position to 125,764 shares worth $1.77M. The position accounts for 0.62% of the portfolio, ranked #21.

Radnor Financial Advisors first reported a position in SCHF in Q4 2019 and has held it in 4 quarters since. The position peaked at $9.81M in Q4 2019. 904 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Radnor Financial Advisors held 125,764 shares of Schwab International Equity ETF worth $1.77M as of Q3 2022.
Radnor Financial Advisors bought 20,924 Schwab International Equity ETF shares in Q3 2022, an estimated $328K.
Schwab International Equity ETF made up 0.62% of Radnor Financial Advisors's portfolio in Q3 2022, its #21 holding.
Radnor Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 4 quarters since.
Radnor Financial Advisors's Schwab International Equity ETF position peaked at $9.81M in Q4 2019.
904 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Radnor Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.