Windsor Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Windsor Wealth Management’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	–	Sell	-13,620	Closed	-$203K	–	197
2020 Q2	$203K	Sell	13,620 -15,006	-52%	-$211K	0.06%	183
2020 Q1	$370K	Buy	28,626 +3,342	+13%	+$51.4K	0.15%	130
2019 Q4	$425K	Buy	25,284 +2,714	+12%	+$44.7K	0.16%	128
2019 Q3	$349K	Buy	22,570 +916	+4%	+$14.4K	0.15%	134
2019 Q2	$349K	Buy	21,654 +6,224	+40%	+$98.5K	0.15%	141
2019 Q1	$242K	Buy	+15,430	New	+$235K	0.14%	133

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

Windsor Wealth Management's SCHF Position: Q3 2020 in Review

Windsor Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q3 2020, closing a stake of 13,620 shares — an estimated $203K sold.

Windsor Wealth Management first reported a position in SCHF in Q1 2019 and held it in 6 quarters. The position peaked at $425K in Q4 2019. 720 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

Windsor Wealth Management reported no remaining Schwab International Equity ETF position as of Q3 2020 after selling out during the quarter.
Windsor Wealth Management sold 13,620 Schwab International Equity ETF shares in Q3 2020, an estimated $203K.
Windsor Wealth Management first reported a position in Schwab International Equity ETF in Q1 2019 and held it in 6 quarters.
Windsor Wealth Management's Schwab International Equity ETF position peaked at $425K in Q4 2019.
720 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Windsor Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.