Secrest Blakey & Associates’s Schwab International Equity ETF SCHF Stock Holding History

Secrest Blakey & Associates’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 Q3	$14K	Hold	886	–	–	0.03%	60
2020 Q2	$13K	Buy	886 +4	+0.5%	+$56	0.03%	59
2020 Q1	$11K	Hold	882	–	–	0.03%	56
2019 Q4	$15K	Sell	882 -32,476	-97%	-$534K	0.03%	60
2019 Q3	$531K	Buy	33,358 +962	+3%	+$15.1K	0.44%	65
2019 Q2	$524K	Buy	32,396 +1,336	+4%	+$21.1K	0.46%	65
2019 Q1	$486K	Sell	31,060 -2,694	-8%	-$41.1K	0.47%	61
2018 Q4	$478K	Buy	33,754 +388	+1%	+$5.94K	0.4%	66
2018 Q3	$559K	Buy	33,366 +1,060	+3%	+$17.6K	0.43%	62
2018 Q2	$534K	Buy	32,306 +2,042	+7%	+$34.7K	0.42%	69
2018 Q1	$510K	Sell	30,264 -5,606	-16%	-$96.6K	0.44%	64
2017 Q4	$611K	Buy	+35,870	New	+$610K	0.49%	59

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Secrest Blakey & Associates's SCHF Position: Q3 2020 in Review

Secrest Blakey & Associates held its Schwab International Equity ETF (SCHF) position steady in Q3 2020 at 886 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #60.

Secrest Blakey & Associates first reported a position in SCHF in Q4 2017 and has held it in 12 quarters since. The position peaked at $611K in Q4 2017. 721 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

Secrest Blakey & Associates held 886 shares of Schwab International Equity ETF worth $14K as of Q3 2020.
Secrest Blakey & Associates left its Schwab International Equity ETF share count unchanged in Q3 2020.
Schwab International Equity ETF made up 0.03% of Secrest Blakey & Associates's portfolio in Q3 2020, its #60 holding.
Secrest Blakey & Associates first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 12 quarters since.
Secrest Blakey & Associates's Schwab International Equity ETF position peaked at $611K in Q4 2017.
721 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.