WAM
SCHF icon

Wealthspire Advisors (Maryland)’s Schwab International Equity ETF SCHF Stock Holding History

Wealthspire Advisors (Maryland)’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 		$108M Buy
6,900,976
+4,774,270
+224% +$75M 3.82% 7
2020
Q2 		$31.6M Sell
2,126,706
-519,730
-20% -$7.3M 2.26% 9
2020
Q1 		$34.2M Buy
2,646,436
+195,268
+8% +$3M 2.98% 7
2019
Q4 		$41.2M Sell
2,451,168
-462,730
-16% -$7.62M 2.77% 8
2019
Q3 		$46.4M Buy
2,913,898
+82,788
+3% +$1.3M 3.4% 5
2019
Q2 		$45.4M Buy
2,831,110
+33,724
+1% +$534K 3.4% 7
2019
Q1 		$43.8M Sell
2,797,386
-171,930
-6% -$2.62M 3.3% 5
2018
Q4 		$42.1M Buy
2,969,316
+547,444
+23% +$8.38M 3.74% 5
2018
Q3 		$40.6M Buy
2,421,872
+252,628
+12% +$4.2M 3.35% 6
2018
Q2 		$35.8M Buy
2,169,244
+47,020
+2% +$799K 3.25% 7
2018
Q1 		$35.8M Buy
2,122,224
+37,550
+2% +$647K 3.37% 5
2017
Q4 		$35.5M Buy
2,084,674
+29,614
+1% +$504K 3.45% 4
2017
Q3 		$34.4M Buy
2,055,060
+64,164
+3% +$1.05M 3.75% 3
2017
Q2 		$31.6M Buy
1,990,896
+121,960
+7% +$1.89M 3.75% 3
2017
Q1 		$27.9M Buy
1,868,936
+176,610
+10% +$2.56M 3.97% 4
2016
Q4 		$23.4M Buy
1,692,326
+123,726
+8% +$1.74M 3.5% 5
2016
Q3 		$22.6M Buy
1,568,600
+107,042
+7% +$1.51M 3.52% 4
2016
Q2 		$19.8M Buy
1,461,558
+84,272
+6% +$1.15M 3.3% 5
2016
Q1 		$18.7M Buy
1,377,286
+57,622
+4% +$748K 3.29% 5
2015
Q4 		$18.2M Buy
+1,319,664
New +$18.9M 3.38% 4

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCHF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Schwab International Equity ETF (SCHF) stake by 224% in Q3 2020, buying an estimated $75M and bringing the position to 6,900,976 shares worth $108M. The position accounts for 3.82% of the portfolio, ranked #7.

Wealthspire Advisors (Maryland) first reported a position in SCHF in Q4 2015 and has held it in 20 quarters since. 721 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,900,976 shares of Schwab International Equity ETF worth $108M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 4,774,270 Schwab International Equity ETF shares in Q3 2020, an estimated $75M.
  • Schwab International Equity ETF made up 3.82% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #7 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab International Equity ETF in Q4 2015 and has held it in 20 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.