1IA
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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

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PCA
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Wealthfront Advisers
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Creative Planning
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Betterment LLC
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Charles Schwab
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return