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Sanford Advisory Services’s Schwab International Equity ETF SCHF Stock Holding History

Sanford Advisory Services’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
Q4 		$337K Buy
20,946
+3,176
+18% +$49.6K 0.08% 105
2022
Q3 		$250K Buy
+17,770
New +$279K 0.07% 99

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
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanford Advisory Services's SCHF Position: Q4 2022 in Review

Sanford Advisory Services increased its Schwab International Equity ETF (SCHF) stake by 18% in Q4 2022, buying an estimated $49.6K and bringing the position to 20,946 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #105.

Sanford Advisory Services first reported a position in SCHF in Q3 2022 and has held it in 2 quarters since. 982 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

  • Sanford Advisory Services held 20,946 shares of Schwab International Equity ETF worth $337K as of Q4 2022.
  • Sanford Advisory Services bought 3,176 Schwab International Equity ETF shares in Q4 2022, an estimated $49.6K.
  • Schwab International Equity ETF made up 0.08% of Sanford Advisory Services's portfolio in Q4 2022, its #105 holding.
  • Sanford Advisory Services first reported a position in Schwab International Equity ETF in Q3 2022 and has held it in 2 quarters since.
  • 982 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.