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440 Investment Group’s Schwab International Equity ETF SCHF Stock Holding History

440 Investment Group’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
2017
Q4 		$683K Buy
40,118
+8,118
+25% +$138K 0.49% 58
2017
Q3 		$536K Buy
32,000
+10,000
+45% +$163K 0.41% 67
2017
Q2 		$350K Hold
22,000
– – 0.28% 66
2017
Q1 		$329K Buy
+22,000
New +$319K 0.29% 63

Other funds holding SCHF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

440 Investment Group's SCHF Position: Q4 2017 in Review

440 Investment Group increased its Schwab International Equity ETF (SCHF) stake by 25% in Q4 2017, buying an estimated $138K and bringing the position to 40,118 shares worth $683K. The position accounts for 0.49% of the portfolio, ranked #58.

440 Investment Group first reported a position in SCHF in Q1 2017 and has held it in 4 quarters since. 492 funds tracked by Wall St. Rank hold SCHF as of Q4 2017.

  • 440 Investment Group held 40,118 shares of Schwab International Equity ETF worth $683K as of Q4 2017.
  • 440 Investment Group bought 8,118 Schwab International Equity ETF shares in Q4 2017, an estimated $138K.
  • Schwab International Equity ETF made up 0.49% of 440 Investment Group's portfolio in Q4 2017, its #58 holding.
  • 440 Investment Group first reported a position in Schwab International Equity ETF in Q1 2017 and has held it in 4 quarters since.
  • 492 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.