1834 Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History

1834 Investment 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
2019 Q2	–	Sell	-232	Closed	-$4K	–	452
2019 Q1	$4K	Buy	+232	New	+$3.54K	﹤0.01%	383
2015 Q3	–	Sell	-40,368	Closed	-$615K	–	202
2015 Q2	$615K	Hold	40,368	–	–	0.17%	101
2015 Q1	$610K	Hold	40,368	–	–	0.17%	105
2014 Q4	$584K	Hold	40,368	–	–	0.16%	101
2014 Q3	$626K	Hold	40,368	–	–	0.17%	100
2014 Q2	$666K	Buy	+40,368	New	+$650K	0.18%	100

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1834 Investment Advisors's SCHF Position: Q2 2019 in Review

1834 Investment Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2019, closing a stake of 232 shares — an estimated $4K sold.

1834 Investment Advisors first reported a position in SCHF in Q2 2014 and held it in 6 quarters. The position peaked at $666K in Q2 2014. 665 funds tracked by Wall St. Rank hold SCHF as of Q2 2019.

1834 Investment Advisors reported no remaining Schwab International Equity ETF position as of Q2 2019 after selling out during the quarter.
1834 Investment Advisors sold 232 Schwab International Equity ETF shares in Q2 2019, an estimated $4K.
1834 Investment Advisors first reported a position in Schwab International Equity ETF in Q2 2014 and held it in 6 quarters.
1834 Investment Advisors's Schwab International Equity ETF position peaked at $666K in Q2 2014.
665 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2019.

Based on 1834 Investment Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.