3AM
SCHF icon

3D Asset Management’s Schwab International Equity ETF SCHF Stock Holding History

3D Asset 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
Q1 		– Sell
-19,464
Closed -$327K – 66
2019
Q4 		$327K Sell
19,464
-98
-0.5% -$1.61K 0.08% 53
2019
Q3 		$312K Sell
19,562
-172
-0.9% -$2.71K 0.07% 53
2019
Q2 		$317K Sell
19,734
-912
-4% -$14.4K 0.08% 53
2019
Q1 		$323K Sell
20,646
-2,418
-10% -$36.9K 0.08% 51
2018
Q4 		$327K Buy
23,064
+460
+2% +$7.04K 0.08% 47
2018
Q3 		$379K Sell
22,604
-622
-3% -$10.4K 0.09% 48
2018
Q2 		$384K Sell
23,226
-622
-3% -$10.6K 0.09% 47
2018
Q1 		$402K Sell
23,848
-1,572
-6% -$27.1K 0.1% 42
2017
Q4 		$433K Sell
25,420
-202
-0.8% -$3.43K 0.1% 39
2017
Q3 		$429K Sell
25,622
-704
-3% -$11.5K 0.1% 39
2017
Q2 		$415K Sell
26,326
-268
-1% -$4.16K 0.11% 41
2017
Q1 		$397K Sell
26,594
-1,118
-4% -$16.2K 0.1% 44
2016
Q4 		$384K Buy
27,712
+382
+1% +$5.36K 0.1% 44
2016
Q3 		$393K Sell
27,330
-10,474
-28% -$148K 0.11% 46
2016
Q2 		$512K Sell
37,804
-8,512
-18% -$117K 0.14% 39
2016
Q1 		$628K Sell
46,316
-324
-0.7% -$4.21K 0.18% 37
2015
Q4 		$643K Sell
46,640
-1,272
-3% -$18.2K 0.19% 32
2015
Q3 		$656K Sell
47,912
-6,720
-12% -$98.7K 0.2% 33
2015
Q2 		$832K Sell
54,632
-3,132
-5% -$49.2K 0.25% 30
2015
Q1 		$873K Sell
57,764
-3,892
-6% -$57.8K 0.26% 28
2014
Q4 		$891K Sell
61,656
-156,724
-72% -$2.36M 0.27% 28
2014
Q3 		$3.39M Sell
218,380
-236,620
-52% -$3.82M 1.03% 22
2014
Q2 		$7.5M Sell
455,000
-682
-0.1% -$11K 2.18% 14
2014
Q1 		$7.18M Buy
455,682
+5,288
+1% +$81.8K 2.15% 12
2013
Q4 		$7.1M Buy
450,394
+10,150
+2% +$158K 2.16% 13
2013
Q3 		$6.69M Sell
440,244
-52,800
-11% -$771K 2.17% 13
2013
Q2 		$6.71M Buy
+493,044
New +$6.99M 2.26% 13

Other funds holding SCHF

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

3D Asset Management's SCHF Position: Q1 2020 in Review

3D Asset Management sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 19,464 shares — an estimated $327K sold.

3D Asset Management first reported a position in SCHF in Q2 2013 and held it in 27 quarters. The position peaked at $7.5M in Q2 2014. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

  • 3D Asset Management reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
  • 3D Asset Management sold 19,464 Schwab International Equity ETF shares in Q1 2020, an estimated $327K.
  • 3D Asset Management first reported a position in Schwab International Equity ETF in Q2 2013 and held it in 27 quarters.
  • 3D Asset Management's Schwab International Equity ETF position peaked at $7.5M in Q2 2014.
  • 737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on 3D Asset Management's 13F filing for Q1 2020, filed 7 May 2020.