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San Francisco Sentry Investment Group’s Schwab International Equity ETF SCHF Stock Holding History

San Francisco Sentry Investment 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
2021
Q2 		$334K Buy
16,940
+260
+2% +$5.14K 0.17% 142
2021
Q1 		$314K Hold
16,680
– – 0.13% 172
2020
Q4 		$300K Buy
16,680
+610
+4% +$10.3K 0.14% 159
2020
Q3 		$252K Sell
16,070
-2,420
-13% -$38K 0.13% 168
2020
Q2 		$275K Hold
18,490
– – 0.15% 145
2020
Q1 		$239K Sell
18,490
-10,300
-36% -$158K 0.15% 136
2019
Q4 		$484K Hold
28,790
– – 0.22% 112
2019
Q3 		$459K Buy
28,790
+780
+3% +$12.3K 0.21% 113
2019
Q2 		$449K Buy
28,010
+150
+0.5% +$2.37K 0.21% 119
2019
Q1 		$436K Sell
27,860
-4,628
-14% -$70.6K 0.19% 128
2018
Q4 		$461K Sell
32,488
-1,200
-4% -$18.4K 0.22% 98
2018
Q3 		$565K Hold
33,688
– – 0.21% 104
2018
Q2 		$557K Buy
33,688
+860
+3% +$14.6K 0.23% 86
2018
Q1 		$553K Buy
32,828
+5,570
+20% +$95.9K 0.16% 132
2017
Q4 		$464K Buy
27,258
+9,970
+58% +$170K 0.14% 154
2017
Q3 		$289K Buy
17,288
+4,580
+36% +$74.7K 0.1% 196
2017
Q2 		$202K Buy
+12,708
New +$197K 0.07% 221
2016
Q2 		– Sell
-15,708
Closed -$212K – 167
2016
Q1 		$212K Buy
+15,708
New +$204K 0.13% 150

Other funds holding SCHF

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $52B AUM 24.53% 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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

San Francisco Sentry Investment Group's SCHF Position: Q2 2021 in Review

San Francisco Sentry Investment Group increased its Schwab International Equity ETF (SCHF) stake by 1.6% in Q2 2021, buying an estimated $5.14K and bringing the position to 16,940 shares worth $334K. The position accounts for 0.17% of the portfolio, ranked #142.

San Francisco Sentry Investment Group first reported a position in SCHF in Q1 2016 and has held it in 18 quarters since. The position peaked at $565K in Q3 2018. 848 funds tracked by Wall St. Rank hold SCHF as of Q2 2021.

  • San Francisco Sentry Investment Group held 16,940 shares of Schwab International Equity ETF worth $334K as of Q2 2021.
  • San Francisco Sentry Investment Group bought 260 Schwab International Equity ETF shares in Q2 2021, an estimated $5.14K.
  • Schwab International Equity ETF made up 0.17% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #142 holding.
  • San Francisco Sentry Investment Group first reported a position in Schwab International Equity ETF in Q1 2016 and has held it in 18 quarters since.
  • San Francisco Sentry Investment Group's Schwab International Equity ETF position peaked at $565K in Q3 2018.
  • 848 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.