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

WestHill 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
2022
Q1 		– Sell
-214
Closed -$4K – 129
2021
Q4 		$4K Buy
214
+160
+296% +$3.14K ﹤0.01% 118
2021
Q3 		$1K Buy
+54
New +$1.07K ﹤0.01% 110

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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CSIA
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

WestHill Financial Advisors's SCHF Position: Q1 2022 in Review

WestHill Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2022, closing a stake of 214 shares — an estimated $4K sold.

WestHill Financial Advisors first reported a position in SCHF in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

  • WestHill Financial Advisors reported no remaining Schwab International Equity ETF position as of Q1 2022 after selling out during the quarter.
  • WestHill Financial Advisors sold 214 Schwab International Equity ETF shares in Q1 2022, an estimated $4K.
  • WestHill Financial Advisors first reported a position in Schwab International Equity ETF in Q3 2021 and held it in 2 quarters.
  • WestHill Financial Advisors's Schwab International Equity ETF position peaked at $4K in Q4 2021.
  • 957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

Based on WestHill Financial Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.