RFA
SCHF icon

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

Reilly 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
2021
Q4 		$2.17M Buy
111,768
+1,366
+1% +$26.8K 0.16% 93
2021
Q3 		$2.14M Buy
110,402
+6,792
+7% +$135K 0.18% 90
2021
Q2 		$2.04M Buy
103,610
+6,346
+7% +$125K 0.17% 93
2021
Q1 		$1.83M Buy
97,264
+5,912
+6% +$110K 0.16% 95
2020
Q4 		$1.65M Sell
91,352
-1,208
-1% -$20.4K 0.15% 96
2020
Q3 		$1.45M Buy
92,560
+2,328
+3% +$36.6K 0.16% 95
2020
Q2 		$1.34M Buy
90,232
+3,620
+4% +$50.9K 0.16% 87
2020
Q1 		$1.12M Sell
86,612
-4,838
-5% -$74.4K 0.16% 88
2019
Q4 		$1.54M Sell
91,450
-3,700
-4% -$60.9K 0.18% 89
2019
Q3 		$1.52M Sell
95,150
-5,578
-6% -$87.7K 0.19% 86
2019
Q2 		$1.62M Buy
100,728
+11,638
+13% +$184K 0.2% 86
2019
Q1 		$1.4M Sell
89,090
-17,096
-16% -$261K 0.18% 93
2018
Q4 		$1.5M Buy
106,186
+11,734
+12% +$180K 0.22% 87
2018
Q3 		$1.58M Buy
94,452
+16,076
+21% +$268K 0.21% 84
2018
Q2 		$1.29M Buy
78,376
+5,766
+8% +$98K 0.18% 97
2018
Q1 		$1.22M Buy
72,610
+10,926
+18% +$188K 0.17% 93
2017
Q4 		$1.05M Buy
61,684
+25,986
+73% +$442K 0.15% 98
2017
Q3 		$597K Sell
35,698
-112
-0.3% -$1.83K 0.09% 107
2017
Q2 		$569K Buy
35,810
+1,352
+4% +$21K 0.09% 109
2017
Q1 		$515K Buy
34,458
+7,444
+28% +$108K 0.08% 110
2016
Q4 		$374K Buy
27,014
+2,406
+10% +$33.7K 0.06% 112
2016
Q3 		$354K Sell
24,608
-362
-1% -$5.11K 0.06% 114
2016
Q2 		$338K Buy
24,970
+756
+3% +$10.3K 0.06% 117
2016
Q1 		$328K Buy
24,214
+7,666
+46% +$99.5K 0.06% 146
2015
Q4 		$228K Buy
16,548
+3,296
+25% +$47.2K 0.04% 168
2015
Q3 		$181K Buy
13,252
+1,366
+11% +$20.1K 0.03% 183
2015
Q2 		$181K Buy
11,886
+7,936
+201% +$125K 0.03% 198
2015
Q1 		$60K Buy
+3,950
New +$58.7K 0.01% 378

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Reilly Financial Advisors's SCHF Position: Q4 2021 in Review

Reilly Financial Advisors increased its Schwab International Equity ETF (SCHF) stake by 1.2% in Q4 2021, buying an estimated $26.8K and bringing the position to 111,768 shares worth $2.17M. The position accounts for 0.16% of the portfolio, ranked #93.

Reilly Financial Advisors first reported a position in SCHF in Q1 2015 and has held it in 28 quarters since. 955 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

  • Reilly Financial Advisors held 111,768 shares of Schwab International Equity ETF worth $2.17M as of Q4 2021.
  • Reilly Financial Advisors bought 1,366 Schwab International Equity ETF shares in Q4 2021, an estimated $26.8K.
  • Schwab International Equity ETF made up 0.16% of Reilly Financial Advisors's portfolio in Q4 2021, its #93 holding.
  • Reilly Financial Advisors first reported a position in Schwab International Equity ETF in Q1 2015 and has held it in 28 quarters since.
  • 955 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.