US Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

US Financial Advisors’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 Q2	–	Sell	-163,010	Closed	-$3.07M	–	116
2021 Q1	$3.07M	Buy	163,010 +15,664	+11%	+$292K	0.85%	28
2020 Q4	$2.65M	Buy	+147,346	New	+$2.48M	0.8%	28
2016 Q2	–	Sell	-12,078	Closed	-$164K	–	336
2016 Q1	$164K	Buy	+12,078	New	+$157K	0.29%	50

Other funds holding SCHF

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

US Financial Advisors's SCHF Position: Q2 2021 in Review

US Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2021, closing a stake of 163,010 shares — an estimated $3.07M sold.

US Financial Advisors first reported a position in SCHF in Q1 2016 and held it in 3 quarters. The position peaked at $3.07M in Q1 2021. 848 funds tracked by Wall St. Rank hold SCHF as of Q2 2021.

US Financial Advisors reported no remaining Schwab International Equity ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 163,010 Schwab International Equity ETF shares in Q2 2021, an estimated $3.07M.
US Financial Advisors first reported a position in Schwab International Equity ETF in Q1 2016 and held it in 3 quarters.
US Financial Advisors's Schwab International Equity ETF position peaked at $3.07M in Q1 2021.
848 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.