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

Shine Investment 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
2020 Q3	$463K	Sell	29,492 -6,790	-19%	-$107K	0.16%	71
2020 Q2	$540K	Sell	36,282 -33,828	-48%	-$475K	0.2%	65
2020 Q1	$906K	Sell	70,110 -89,696	-56%	-$1.38M	0.42%	38
2019 Q4	$2.69M	Sell	159,806 -4,292	-3%	-$70.6K	1.07%	22
2019 Q3	$2.61M	Sell	164,098 -1,008	-0.6%	-$15.9K	1.24%	17
2019 Q2	$2.65M	Sell	165,106 -7,216	-4%	-$114K	1.23%	17
2019 Q1	$2.7M	Sell	172,322 -38,696	-18%	-$590K	1.25%	18
2018 Q4	$2.99M	Buy	211,018 +70,112	+50%	+$1.07M	1.47%	16
2018 Q3	$2.36M	Buy	140,906 +10,448	+8%	+$174K	1.24%	15
2018 Q2	$2.16M	Buy	130,458 +6,588	+5%	+$112K	1.1%	16
2018 Q1	$2.09M	Buy	123,870 +746	+0.6%	+$12.8K	1.11%	15
2017 Q4	$2.1M	Sell	123,124 -834	-0.7%	-$14.2K	1.04%	17
2017 Q3	$2.07M	Buy	123,958 +18,962	+18%	+$309K	1.08%	16
2017 Q2	$1.67M	Buy	104,996 +61,052	+139%	+$948K	0.85%	17
2017 Q1	$656K	Buy	43,944 +9,278	+27%	+$135K	0.43%	35
2016 Q4	$480K	Sell	34,666 -19,128	-36%	-$268K	0.4%	31
2016 Q3	$774K	Buy	53,794 +25,166	+88%	+$355K	0.68%	26
2016 Q2	$388K	Buy	28,628 +1,362	+5%	+$18.6K	0.45%	26
2016 Q1	$370K	Sell	27,266 -23,068	-46%	-$299K	0.42%	26
2015 Q4	$694K	Buy	50,334 +28,378	+129%	+$407K	0.69%	23
2015 Q3	$300K	Buy	21,956 +798	+4%	+$11.7K	0.35%	25
2015 Q2	$322K	Buy	+21,158	New	+$332K	0.45%	16

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

Shine Investment Advisory Services's SCHF Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Schwab International Equity ETF (SCHF) stake by 19% in Q3 2020, selling an estimated $107K and leaving 29,492 shares worth $463K. The position accounts for 0.16% of the portfolio, ranked #71.

Shine Investment Advisory Services first reported a position in SCHF in Q2 2015 and has held it in 22 quarters since. The position peaked at $2.99M in Q4 2018. 721 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

Shine Investment Advisory Services held 29,492 shares of Schwab International Equity ETF worth $463K as of Q3 2020.
Shine Investment Advisory Services sold 6,790 Schwab International Equity ETF shares in Q3 2020, an estimated $107K.
Schwab International Equity ETF made up 0.16% of Shine Investment Advisory Services's portfolio in Q3 2020, its #71 holding.
Shine Investment Advisory Services first reported a position in Schwab International Equity ETF in Q2 2015 and has held it in 22 quarters since.
Shine Investment Advisory Services's Schwab International Equity ETF position peaked at $2.99M in Q4 2018.
721 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.