Voit & Company’s Schwab International Equity ETF SCHF Stock Holding History

Voit & Company’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	$857K	Sell	54,568 -1,898	-3%	-$29.8K	0.83%	33
2020 Q2	$840K	Sell	56,466 -2,462	-4%	-$34.6K	0.89%	32
2020 Q1	$761K	Buy	58,928 +3,914	+7%	+$60.2K	0.79%	37
2019 Q4	$925K	Sell	55,014 -150	-0.3%	-$2.47K	0.82%	35
2019 Q3	$879K	Buy	55,164 +1,302	+2%	+$20.5K	0.87%	34
2019 Q2	$864K	Sell	53,862 -8,436	-14%	-$133K	0.83%	36
2019 Q1	$975K	Sell	62,298 -1,142	-2%	-$17.4K	1.03%	29
2018 Q4	$899K	Buy	+63,440	New	+$971K	1.13%	27

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

Voit & Company's SCHF Position: Q3 2020 in Review

Voit & Company reduced its Schwab International Equity ETF (SCHF) stake by 3.4% in Q3 2020, selling an estimated $29.8K and leaving 54,568 shares worth $857K. The position accounts for 0.83% of the portfolio, ranked #33.

Voit & Company first reported a position in SCHF in Q4 2018 and has held it in 8 quarters since. The position peaked at $975K in Q1 2019. 721 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

Voit & Company held 54,568 shares of Schwab International Equity ETF worth $857K as of Q3 2020.
Voit & Company sold 1,898 Schwab International Equity ETF shares in Q3 2020, an estimated $29.8K.
Schwab International Equity ETF made up 0.83% of Voit & Company's portfolio in Q3 2020, its #33 holding.
Voit & Company first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 8 quarters since.
Voit & Company's Schwab International Equity ETF position peaked at $975K in Q1 2019.
721 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.