Wealthsimple US’s Schwab International Equity ETF SCHF Stock Holding History

Wealthsimple US’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 Q1	$1.71M	Sell	90,938 -5,644	-6%	-$105K	1.01%	13
2020 Q4	$1.74M	Sell	96,582 -350	-0.4%	-$5.9K	0.95%	14
2020 Q3	$1.52M	Sell	96,932 -20,028	-17%	-$315K	1.01%	13
2020 Q2	$1.74M	Sell	116,960 -3,904	-3%	-$54.9K	1.32%	15
2020 Q1	$1.56M	Buy	+120,864	New	+$1.86M	1.37%	15

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

Wealthsimple US's SCHF Position: Q1 2021 in Review

Wealthsimple US reduced its Schwab International Equity ETF (SCHF) stake by 5.8% in Q1 2021, selling an estimated $105K and leaving 90,938 shares worth $1.71M. The position accounts for 1.01% of the portfolio, ranked #13.

Wealthsimple US first reported a position in SCHF in Q1 2020 and has held it in 5 quarters since. The position peaked at $1.74M in Q2 2020. 815 funds tracked by Wall St. Rank hold SCHF as of Q1 2021.

Wealthsimple US held 90,938 shares of Schwab International Equity ETF worth $1.71M as of Q1 2021.
Wealthsimple US sold 5,644 Schwab International Equity ETF shares in Q1 2021, an estimated $105K.
Schwab International Equity ETF made up 1.01% of Wealthsimple US's portfolio in Q1 2021, its #13 holding.
Wealthsimple US first reported a position in Schwab International Equity ETF in Q1 2020 and has held it in 5 quarters since.
Wealthsimple US's Schwab International Equity ETF position peaked at $1.74M in Q2 2020.
815 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.