Rowland Carmichael Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Rowland Carmichael 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
2020 Q4	$17M	Hold	943,582	–	–	5.37%	1
2020 Q3	$14.8M	Hold	943,582	–	–	5.8%	1
2020 Q2	$14M	Buy	943,582 +62	+0%	+$871	5.96%	1
2020 Q1	$12.2M	Hold	943,520	–	–	6.21%	1
2019 Q4	$15.9M	Hold	943,520	–	–	5.45%	2
2019 Q3	$15M	Hold	943,520	–	–	5.16%	2
2019 Q2	$15.1M	Hold	943,520	–	–	5.24%	2
2019 Q1	$14.8M	Hold	943,520	–	–	5.43%	2
2018 Q4	$13.4M	Buy	+943,520	New	+$14.4M	5.91%	2
2016 Q4	–	Sell	-200	Closed	-$3K	–	316
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	282
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	289
2016 Q1	$3K	Buy	+200	New	+$2.6K	﹤0.01%	208

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

Rowland Carmichael Advisors's SCHF Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Schwab International Equity ETF (SCHF) position steady in Q4 2020 at 943,582 shares worth $17M. The position accounts for 5.37% of the portfolio, ranked #1.

Rowland Carmichael Advisors first reported a position in SCHF in Q1 2016 and has held it in 12 quarters since. 792 funds tracked by Wall St. Rank hold SCHF as of Q4 2020.

Rowland Carmichael Advisors held 943,582 shares of Schwab International Equity ETF worth $17M as of Q4 2020.
Rowland Carmichael Advisors left its Schwab International Equity ETF share count unchanged in Q4 2020.
Schwab International Equity ETF made up 5.37% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #1 holding.
Rowland Carmichael Advisors first reported a position in Schwab International Equity ETF in Q1 2016 and has held it in 12 quarters since.
792 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.