ACG Wealth’s Schwab International Equity ETF SCHF Stock Holding History

ACG Wealth’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	-67,730	Closed	-$1.14M	–	324
2019 Q4	$1.14M	Sell	67,730 -2,830	-4%	-$46.6K	0.17%	119
2019 Q3	$1.12M	Sell	70,560 -148	-0.2%	-$2.33K	0.17%	131
2019 Q2	$1.14M	Hold	70,708	–	–	0.15%	138
2019 Q1	$1.11M	Sell	70,708 -54,790	-44%	-$835K	0.15%	136
2018 Q4	$1.78M	Buy	125,498 +82	+0.1%	+$1.25K	0.27%	82
2018 Q3	$2.1M	Sell	125,416 -1,540	-1%	-$25.6K	0.28%	80
2018 Q2	$2.1M	Sell	126,956 -4,926	-4%	-$83.7K	0.32%	72
2018 Q1	$2.22M	Buy	131,882 +3,874	+3%	+$66.7K	0.34%	76
2017 Q4	$2.18M	Buy	128,008 +5,144	+4%	+$87.5K	0.32%	82
2017 Q3	$2.06M	Buy	122,864 +2,130	+2%	+$34.8K	0.36%	74
2017 Q2	$1.92M	Sell	120,734 -3,284	-3%	-$51K	0.32%	85
2017 Q1	$1.85M	Buy	+124,018	New	+$1.8M	0.34%	82

Other funds holding SCHF

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACG Wealth's SCHF Position: Q1 2020 in Review

ACG Wealth sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 67,730 shares — an estimated $1.14M sold.

ACG Wealth first reported a position in SCHF in Q1 2017 and held it in 12 quarters. The position peaked at $2.22M in Q1 2018. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

ACG Wealth reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
ACG Wealth sold 67,730 Schwab International Equity ETF shares in Q1 2020, an estimated $1.14M.
ACG Wealth first reported a position in Schwab International Equity ETF in Q1 2017 and held it in 12 quarters.
ACG Wealth's Schwab International Equity ETF position peaked at $2.22M in Q1 2018.
737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on ACG Wealth's 13F filing for Q1 2020, filed 7 Oct 2020.