Sonora Investment Management’s Schwab International Equity ETF SCHF Stock Holding History

Sonora Investment Management’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 Q3	$104K	Buy	5,350 +3,000	+128%	+$59.7K	0.01%	296
2021 Q2	$46K	Buy	2,350 +2,100	+840%	+$41.5K	0.01%	407
2021 Q1	$5K	Sell	250 -352	-58%	-$6.56K	﹤0.01%	1525
2020 Q4	$11K	Sell	602 -2,058	-77%	-$34.7K	﹤0.01%	1173
2020 Q3	$42K	Buy	2,660 +2,592	+3,812%	+$40.7K	﹤0.01%	647
2020 Q2	$1K	Sell	68 -20	-23%	-$281	﹤0.01%	1691
2020 Q1	$1K	Buy	88 +38	+76%	+$584	﹤0.01%	1597
2019 Q4	$1K	Buy	+50	New	+$823	﹤0.01%	1639
2019 Q3	–	Sell	-44	Closed	-$1K	–	1811
2019 Q2	$1K	Sell	44 -664	-94%	-$10.5K	﹤0.01%	1639
2019 Q1	$11K	Buy	+708	New	+$10.8K	﹤0.01%	976
2016 Q3	–	Sell	-552	Closed	-$7.48K	–	875
2016 Q2	$7.48K	Buy	+552	New	+$7.55K	﹤0.01%	642
2015 Q4	–	Sell	-1,200	Closed	-$16K	–	1098
2015 Q3	$16K	Buy	+1,200	New	+$17.6K	﹤0.01%	369

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Sonora Investment Management's SCHF Position: Q3 2021 in Review

Sonora Investment Management increased its Schwab International Equity ETF (SCHF) stake by 128% in Q3 2021, buying an estimated $59.7K and bringing the position to 5,350 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #296.

Sonora Investment Management first reported a position in SCHF in Q3 2015 and has held it in 12 quarters since. 864 funds tracked by Wall St. Rank hold SCHF as of Q3 2021.

Sonora Investment Management held 5,350 shares of Schwab International Equity ETF worth $104K as of Q3 2021.
Sonora Investment Management bought 3,000 Schwab International Equity ETF shares in Q3 2021, an estimated $59.7K.
Schwab International Equity ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #296 holding.
Sonora Investment Management first reported a position in Schwab International Equity ETF in Q3 2015 and has held it in 12 quarters since.
864 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.