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Accurate Investment Solutions’s Schwab International Equity ETF SCHF Stock Holding History

Accurate Investment Solutions’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
2018
Q1 		– Sell
-8,778
Closed -$150K – 527
2017
Q4 		$150K Hold
8,778
– – 0.11% 76
2017
Q3 		$147K Sell
8,778
-5,464
-38% -$89.1K 0.11% 75
2017
Q2 		$226K Buy
+14,242
New +$221K 0.19% 49

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accurate Investment Solutions's SCHF Position: Q1 2018 in Review

Accurate Investment Solutions sold out of Schwab International Equity ETF (SCHF) in Q1 2018, closing a stake of 8,778 shares — an estimated $150K sold.

Accurate Investment Solutions first reported a position in SCHF in Q2 2017 and held it in 3 quarters. The position peaked at $226K in Q2 2017. 495 funds tracked by Wall St. Rank hold SCHF as of Q1 2018.

  • Accurate Investment Solutions reported no remaining Schwab International Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 8,778 Schwab International Equity ETF shares in Q1 2018, an estimated $150K.
  • Accurate Investment Solutions first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 3 quarters.
  • Accurate Investment Solutions's Schwab International Equity ETF position peaked at $226K in Q2 2017.
  • 495 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2018.

Based on Accurate Investment Solutions's 13F filing for Q1 2018, filed 10 Apr 2018.