SVA Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

SVA Wealth 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
2020 Q4	$6.33M	Sell	351,636 -11,214	-3%	-$189K	0.55%	37
2020 Q3	$5.7M	Buy	362,850 +49,188	+16%	+$773K	0.56%	42
2020 Q2	$4.67M	Sell	313,662 -8,074	-3%	-$113K	0.5%	48
2020 Q1	$4.16M	Buy	321,736 +36,334	+13%	+$559K	0.48%	44
2019 Q4	$4.8M	Buy	285,402 +18,698	+7%	+$308K	0.44%	50
2019 Q3	$4.25M	Buy	266,704 +24,036	+10%	+$378K	0.42%	57
2019 Q2	$3.89M	Buy	242,668 +10,654	+5%	+$169K	0.38%	60
2019 Q1	$3.63M	Buy	232,014 +17,884	+8%	+$273K	0.35%	65
2018 Q4	$3.04M	Buy	214,130 +34,512	+19%	+$528K	0.34%	68
2018 Q3	$3.01M	Sell	179,618 -21,382	-11%	-$356K	0.31%	71
2018 Q2	$3.32M	Buy	201,000 +55,848	+38%	+$949K	0.36%	64
2018 Q1	$2.43M	Sell	145,152 -18,250	-11%	-$314K	0.3%	81
2017 Q4	$2.78M	Buy	163,402 +18,250	+13%	+$310K	0.33%	77
2017 Q3	$2.43M	Buy	145,152 +13,456	+10%	+$220K	0.3%	81
2017 Q2	$2.09M	Buy	131,696 +11,420	+9%	+$177K	0.27%	85
2017 Q1	$1.8M	Buy	120,276 +37,046	+45%	+$538K	0.24%	87
2016 Q4	$1.15M	Buy	83,230 +7,068	+9%	+$99.1K	0.17%	104
2016 Q3	$1.1M	Sell	76,162 -3,456	-4%	-$48.8K	0.17%	104
2016 Q2	$1.08M	Sell	79,618 -24	-0%	-$328	0.17%	106
2016 Q1	$1.08M	Buy	79,642 +4,974	+7%	+$64.5K	0.18%	102
2015 Q4	$1.03M	Buy	74,668 +1,534	+2%	+$22K	0.18%	110
2015 Q3	$1M	Buy	73,134 +10,342	+16%	+$152K	0.19%	112
2015 Q2	$957K	Buy	62,792 +10,576	+20%	+$166K	0.18%	119
2015 Q1	$789K	Buy	52,216 +11,894	+29%	+$177K	0.14%	134
2014 Q4	$583K	Buy	40,322 +22,200	+123%	+$334K	0.21%	106
2014 Q3	$281K	Hold	18,122	–	–	0.12%	134
2014 Q2	$299K	Sell	18,122 -62,474	-78%	-$1.01M	0.13%	131
2014 Q1	$1.27M	Buy	80,596 +464	+0.6%	+$7.17K	0.6%	44
2013 Q4	$1.26M	Buy	+80,132	New	+$1.25M	0.75%	33

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

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

SVA Wealth Management's SCHF Position: Q4 2020 in Review

SVA Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 3.1% in Q4 2020, selling an estimated $189K and leaving 351,636 shares worth $6.33M. The position accounts for 0.55% of the portfolio, ranked #37.

SVA Wealth Management first reported a position in SCHF in Q4 2013 and has held it in 29 quarters since. 792 funds tracked by Wall St. Rank hold SCHF as of Q4 2020.

SVA Wealth Management held 351,636 shares of Schwab International Equity ETF worth $6.33M as of Q4 2020.
SVA Wealth Management sold 11,214 Schwab International Equity ETF shares in Q4 2020, an estimated $189K.
Schwab International Equity ETF made up 0.55% of SVA Wealth Management's portfolio in Q4 2020, its #37 holding.
SVA Wealth Management first reported a position in Schwab International Equity ETF in Q4 2013 and has held it in 29 quarters since.
792 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.