Sterling Financial Planning’s Schwab International Equity ETF SCHF Stock Holding History

Sterling Financial Planning’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 Q4	–	Sell	-10,270	Closed	-$199K	–	333
2021 Q3	$199K	Sell	10,270 -800	-7%	-$15.9K	0.13%	86
2021 Q2	$218K	Buy	11,070 +26	+0.2%	+$514	0.14%	78
2021 Q1	$208K	Sell	11,044 -160	-1%	-$2.98K	0.15%	76
2020 Q4	$202K	Buy	+11,204	New	+$189K	0.16%	71

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sterling Financial Planning's SCHF Position: Q4 2021 in Review

Sterling Financial Planning sold out of Schwab International Equity ETF (SCHF) in Q4 2021, closing a stake of 10,270 shares — an estimated $199K sold.

Sterling Financial Planning first reported a position in SCHF in Q4 2020 and held it in 4 quarters. The position peaked at $218K in Q2 2021. 954 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

Sterling Financial Planning reported no remaining Schwab International Equity ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 10,270 Schwab International Equity ETF shares in Q4 2021, an estimated $199K.
Sterling Financial Planning first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Schwab International Equity ETF position peaked at $218K in Q2 2021.
954 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.